Resource Financial Planning, Inc
10300 SW Greenburg Rd Suite 200 Portland, Oregon 503-245-3110 Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC and a registered investment advisor. Resource Financial Planning, Inc. is not a registered broker/dealer or investment advisor and is separate and independent from Osaic Wealth, Inc. For full disclosures, please visit our website at
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Verified contacts
17
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- KL
Kathryn Lichty
Financial Advisor · Finance & Accounting
EmailPhone - MS
Michelle Skinner
Operations Manager · Operations
EmailPhone - JB
Jessica Butler
Financial Planning Assistant · Finance & Accounting
EmailPhone - LH
Laura Holcombe
Financial Advisor · Finance & Accounting
EmailPhone - LM
Lisa McConnell
Financial Assistant · Finance & Accounting
EmailPhone - MC
Matt Cova
Financial Advisor · Finance & Accounting
EmailPhone - RL
Rhys Lendio
Associate Advisor · Finance & Accounting
EmailPhone
Showing 7 of 17 verified contacts
Top roles at Resource Financial Planning, Inc
9 distinct titles indexed · top 9 shown.
- 5financial advisor
- 2financial advisor assistant
- 1associate advisor
- 1data obsessed | hubspot certified crm administrator | project executer | user training | process improvement | environmental science student
- 1financial assistant
- 1financial planning assistant
- 1fp & a assistant
- 1operations manager
- 1oregon state alumni | bs in finance
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