Terry A. Donahe,  CFP<sup>&reg;</sup> - Financial Advisor

Terry A. Donahe, CFP®

ChFC,CLU,MSFS

Principal

Springwater Wealth Management, LLC

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008
FINANCIAL ADVISOR'S WEBSITE
(888) 998-4796 CONNECT WITH Terry
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General

Terry Donahe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Springwater Wealth Management, LLC in Beaverton, OR and the surrounding communities.

Financial Advisor Overview

Springwater Wealth Management is an independent, fee only registered investment advisor firm. We offer comprehensive financial planning and investment management services.

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Financial Advisor Experience

I have over 30 years of experience in the financial services industry. I am Certified Financial Planner and I hold several other professional designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MSM, MSFS, AAMS, CLU

Insurance Licenses

  • Life insurance: OR
  • Health/disability insurance: OR
  • Fixed annuities: OR

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Tangible Assets, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources