To set up an appointment please send us a message or call us at:

Call : 503-888-4088 

Email : [email protected]

Address : 14125 SW 98th Ct Tigard, OR 97224


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

Financial advisor for over 24 years, former IRS Corporate Auditor and Credit Manager. Assisting business owners and individuals by helping them 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.”

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