Nancy L. Congdon,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy L. Congdon, CFP®

MBA

President

Blue Water Wealth, Inc.

6600 SW 92nd Av, Suite 100
Portland, OR 97223
FINANCIAL ADVISOR'S WEBSITE
(503) 296-8700

General

Nancy Congdon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blue Water Wealth, Inc. in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OR,AZ,WA
  • Health/disability insurance: OR,AZ, WA
  • Fixed annuities: OR, AZ, WA
  • Variable annuities: OR, AZ, WA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Real Estate, Retirement, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources