Agency/Firm Name: Foster & Associates, Inc.
Agency/Firm Information: 25195 SW Parkway Ave Ste 201 Wilsonville, OR 97070
Certifications Held: Christy Aleckson currently holds FINRA Series 6, 7, 26, 63, and 65 licenses as well as state insurance licenses. She has also earned her Behavioral Financial AdvisorTM designation in 2017.
Agency/Firm Name: Single Point Financial Advisors
Agency/Firm Information: 3720 SW 141st Ave, Ste 200 Beaverton, OR 97005
Advisor Biography: Christina Aleckson is a Registered Representative of Securities America, Inc. and Investment Advisor Representative of Securities America Advisors, Inc. Beginning in 1996, Christy started her venture into the financial services industry. She specializes in pre and post retirement planning as well as wealth accumulation and protection for individuals, families, and small businesses. She believes in providing focused and consistent service to her clients. She believes that financial issues do not have to be overwhelming and works to educate her clients about the options they have to meet their goals. Christy has chosen to work with independent broker-dealers her whole career because she feels it allows her control and unbiased choice over the plans she develops with her clients. She is passionate about helping people and feels that her career allows her to assist clients in many different areas of planning so they can feel secure. Early in her career, Christy began working with public school district employees as one of the targeted segments of her clientele. Since 1996, Christy has developed a deep level of understanding of the Oregon PERS system. She has worked with many clients to help them understand their PERS retirement options as part of their overall retirement plan and coordinate these benefits with their other qualified retirement accounts. She will continue working with this group as part of her practice to help make the complicated PERS system a little easier to understand for public employees.
Agency/Firm Name: Northwestern Mutual Wealth Management Company
Agency/Firm Information: 465 Commercial St NE #100, Salem, Oregon 97301
Advisor Biography: Jared is focused on supporting his clients toward their financial goals. By accessing a wide range of technology, information, and relationship-based resources, Jared has access to powerful perspective which he leverages in this mission. But the most important inputs he receives come straight from clients themselves! Jared especially enjoys learning about his clients’ experiences, values, and desires in order to best serve them in attaining their aspirations. Jared believes in the power of taking consistent small actions today to facilitate success in the long term. In observing him follow this philosophy, Jared’s friends and family have come to know him as straightforward and reliable. Now, so do his clients! By helping them align their finances with their goals, and guiding them in staying on track, Jared empowers them to recognize that taking these steps to move ahead is actually less risky than the seductive comfort of inaction. Besides dedicating himself to his clients, Jared also works to strengthen Salem as a whole. He participates in community building activities as member of the West Salem Rotary Club and Willamette University and Groundwork alumni. In May 2022, he married his love Ali Parkerson. Jared is a big baseball fan, an avid hiker, and CrossFit. Always looking to learn more, he’s a voracious reader and especially enjoys enlightening discussions with friends and family. To Jared, knowledge, growth, wellness, love, and peace are the foundations of fulfillment. Through his work, he helps his clients transform their finances to support their values and live lives that are rich in every way – confident they’re on a path that leads where they want to be. He appreciates every day the opportunity to do this and looks forward to continuing to help people discover and attain all of life’s possibilities.
Agency/Firm Name: Crown Capital Securities LP
Agency/Firm Information: 9904 SE 92nd Ave Portland Oregon 97086
Page Last Modified: 6/18/2018 3:45:14 PM