Serene Point Advisors
Serene Point Advisors is an independent Registered Investment Advisor based in Portland Oregon. We provide investment management and financial planning services for individuals, families and small businesses.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- NW
Nancy Wakefield
President at Serene Point Advisors, Llc · Other
EmailPhone - JR
Jared Rasmussen
Vice President · General Business & Management
EmailPhone - KM
Kelly McDermott
Analyst · Finance & Accounting
EmailPhone - NW
Nancy Wakefield
President at Serene Point Advisors, Llc · Other
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Serene Point Advisors
4 distinct titles indexed · top 4 shown.
- 2president at serene point advisors, llc
- 1analyst
- 1assistant project coordinator
- 1vice president
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