Andrew Frazier

Wealth Advisor @Frazier Wealth Management Llc

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2006 — Present

Wealth Advisor @Frazier Wealth Management Llc

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Portland, OR, US

I develop strategies for my individual and corporate clients that help meet their unique needs. I strive to provide investment and risk management consulting services in partnership with the investor, working together to help construct a strategy suited for their circumstances.Disclosure: Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).My clients have a broad array of life experiences: divorce, new marriages, death\'s, starting a business, selling a business, saving and planning for retirement, entering retirement, saving for college, saving for major purchases, etc.I utilize many different financial vehicles to help accomplish my clients goals: Qualified and Non-Qualified investment accounts, insurance, annuities, alternative investments. Every decision is based upon a financial plan created for each individual client.My continued success depends on my ability to build strong and long-lasting relationships with my clients. The strong relationships I have with my individual and corporate clients is directly correlated with my ability to deliver high end investment and wealth management services, as well as my dedication to providing top tier client services, education and communications.Specialties: Investment, Risk and Wealth Management Strategies, Financial Planning

EDUCATION

N/A

Willamette University

Bachelor of Science (B.S.)

N/A

Willamette University - Atkinson Graduate School of Management

MBA

SKILLS

Financial PlanningInvestment TrustsStrategyMarketingPublic RelationsBusiness DevelopmentFinancial ServicesWealth ManagementLobbyingCustomer ServiceWealth PreservationRetirementWealth TransferStrategic Financial PlanningInvestmentsFinancial RiskFamily BusinessEvent PlanningProgram ManagementFixed AnnuitiesSalesSecuritiesPublic SpeakingBudgetsLife InsuranceFinanceCommunity OutreachNonprofitsFundraisingMarketing StrategySmall BusinessAlternative InvestmentsVariable AnnuitiesFinancial MarketsProject PlanningSocial MediaStrategic PlanningTaxWealth Management ServicesInsurance

ABOUT ANDREW FRAZIER

We develop strategies for our individual and corporate clients to help meet their unique…

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Andrew Frazier — Wealth Advisor at Frazier Wealth Management Llc in Portland, OR, US | Unifers