Nancy Wakefield
Helping create financial success stories for individuals, families and small business owners.
- Role
- President at Serene Point Advisors, Llc at Serene Point Advisors
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Nancy Wakefield
Serene Point Advisors, LLC is an Oregon based investment advisory firm, managing…
Experience
President at Serene Point Advisors, Llc
Nov 2017 — Present
Serene Point Advisors, LLC is an SEC-registered and Oregon based investment advisory firm, managing investments and financial plans for individuals, families and small businesses across the country. Contact me for a conversation about how we may be able to help you with your financial success story.
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