To set up an appointment send us a message or give us a call!

Call : 503-888-4088 

Email :

Address : 14125 SW 98th Ct Tigard, OR 97224

Lucia Reynolds
Independent Financial Advisor, Planner and Coach, Bilingual in Spanish

Trusted Financial advisor for over 19 years, former IRS Corporate Auditor and Credit Manager.Assisting business owners and individuals work towards financial success through planning, budgeting, and investment advice. Coaching clients to align their dreams and goals, then implement sound financial decisions.”My passion is making a difference in someone’s life, especially during life transitions such as divorce, career change, retirement, or loss of a loved one.”


Licensed Insurance Agent
Enrolled Agent (EA) IRS