Locke Bielefeldt
Financial Planner
- Role
- Financial Planner at Willamette Wealth Partners
- Location
- Eugene, OR, US
- LinkedIn followers
- 500 followers
About Locke Bielefeldt
As a Financial Planner I use my skills and experience to assist clients in pursuing their…
Experience
Financial Planner
Jun 2015 — Present · Eugene, OR, US
As a Financial Planner I use my skills and experience to assist clients in pursuing their financial goals. I provide clients with a clear understanding of how to work towards their goals through independent and professional advice, customized investment strategies, and financial planning.With combined experience of over 20 years in the financial services industry our office works with clients to establish priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to work towards their desired results.
Education
University of Portland
Bachelors in Business Administration
2008 — 2012
Boston University
Certificate in Financial Planning
2016 — 2016
Skills
- Management
- Adobe Acrobat
- Investment Management
- Customer Service
- Business Development
- Strategic Planning
- Finance
- Financial Analysis
- Microsoft Project
- Project Management
- Personal Financial Planning
- Data Analysis
- Teamwork
- Microsoft Office
- Entrepreneurship
- Photoshop
- Small Business Financial Management
- Powerpivot
- Account Management
- Ms Project
- Problem Solving
- Analysis
- Financial Reporting
- Microsoft Excel
- Start-Ups
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