Henry Yu, CFP® AEP® Managing Member & Portfolio Manager |
Valerie Wakefield Assistant Portfolio Manager |
Client Relationship Summary
ph: 503-636-2022
sms: 503-966-9456
Henry Yu, CFP® AEP® Managing Member & Portfolio Manager |
Valerie Wakefield Assistant Portfolio Manager |
Monday – Friday:
7:30 AM – 4:00 PM Pacific
205 Corporate Center
12901 SE 97th Ave, Ste 390
Clackamas, OR 97015
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Phone: 503.636.2022
Text: 503.966.9456
Fax: 503.635.6473
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