Jeff MacLardy
APMA®, CPFA, Financial Advisor at Columbia Associates Wealth Management Group | Concurrent Investment Advisors, LLC | Fidelity Investments
- Role
- Financial Advisor at Columbia Associates Concurrent Investment Advisors, Llc at Columbia Associates Wealth Management Group
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Jeff MacLardy
Columbia Associates Wealth Management Group specializes in comprehensive wealth management for individuals and business owners. The company is dedicated to being the most trusted financial team in the community. Independent, objective, and unbiased advice is provided. Services offered to individuals include investment management, estate planning, retirement planning, and risk management. For business owners and executives, the company provides tax-advantaged financial concepts that may turn potential problems into opportunities and solutions.Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Columbia Associates Wealth Management Group are not affiliated companies.Please visit our website for important disclosures.
Experience
Financial Advisor at Columbia Associates Concurrent Investment Advisors, Llc
Columbia Associates Wealth Management Group
May 2023 — Present · Vancouver, WA, US
Columbia Associates specializes in comprehensive wealth management for individuals and business owners. The company is dedicated to being the most trusted financial team in the community. Independent, objective, and unbiased advice is provided. Services offered to individuals include investment management, estate planning, retirement planning, and risk management. For business owners and executives, the company provides tax-advantaged financial concepts that may turn potential problems into opportunities and solutions.
Education
Kaplan University
APMA, Portfolio Manager
2021 — 2021
Calvin University
BSE, Civil Engineering
1987 — 1991
Portland Christian Jr/Sr High School
Graduated Valedictorian
1984 — 1987
University of Washington
MSE, Structural Engineering & Geomechanics
1991 — 1993
Skills
- Civil Engineering
- Steel Structures
- Structural Engineering
- Value Engineering
- Construction Management
- Structural Analysis
- Construction
- Cad
- Microsoft Office
- Engineering
- Autocad
- Engineering Design
- Construction Drawings
- Project Control
- Steel
- Infrastructure
- Feasibility Studies
- Bim
- Submittals
- Budgets
- Contractors
- Revit
- Subcontracting
- Concrete
- Windows Server
- Active Directory
- Computer Network Operations
- Microsoft Exchange
- Finite Element Analysis
- Virtualization
- Hyper-V
- Ram Structural Systems
- Network Security
- Computer Security
- Computer Repair
- Sonicwall
- Project Bidding
- Project Planning
- Leadership
- Management
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