At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status. Our main objective is to fully understand each of our client's long-term financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

- Maintained accounting records for eight active companies, and thirteen pass-through and trust entities.- Oversaw accounts payable processes, including invoice entry and bi-monthly check runs.- Verified and recorded accounts receivable deposits.- Transitioned accounts payable and accounts receivable systems to digital processes.- Enhanced financial controls by streamlining the invoice approval process.- Contributed to payroll operations.- Generated weekly Financial Position reports for all entities.- Executed month-end procedures for multiple entities.- Created training handbook, and provided training to a new employee.

At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus on Intel employees. As experts in the Intel retirement plan and benefits package, we work with current and former Intel employees who seek fee-only and independent financial guidance. Many of the Intel employees we serve want to know: ● Can I afford to stop working or leave Intel? ● How can I maximize my investment returns? ● Am I contributing enough to the Intel 401(k) and SERPLUS plan to retire on time? ● Should I use the BrokerageLink® 401(k) option? ● How should I optimize my Stock Options, RSU’s, and ESPP shares held in my UBS account? ● How should I choose my healthcare options and SERMA benefits? ● How can I incorporating my Minimum Pension Benefit and accelerated vesting? ● How can I reduce the taxes I pay on my income, investments, and other Intel benefits? With more than a decade of experience working alongside Intel employees, we offer unbiased expertise on those issues and others. We aim to create comprehensive plans to close the loop so you can move confidently toward financial success and get more out of life. Our Process ------------------ We believe in managing wealth holistically and making financial decisions supported by data. We do this through a three-pronged approach, using clear direction, informed strategy, and tactical expertise to build a plan that is customized to you and delivers results. We provide financial planning and investment management for both the Intel and non-Intel accounts. Get Started Now ----------------------- We are currently taking on new clients and welcome the opportunity to meet you. To learn more about making the most of your Intel benefits package, call us today at 503.621.9207 or email us at [email protected].

Our mission is to guide clients to make informed financial decisions that will help give them the best possible chance at reaching their life goals.

Served as Lead or Associate Advisor on nearly 200 client relationships providing holistic wealth planning advice and strategies. Served as main advisor for new prospect meetings.

• Responsible for the month end closing and the issuance of the monthly financial statements for two corporations, a private foundation named Kinesis and the personal accounting of the president. • Timely completed the month end closing within the first three working days of the following month. • Reviewed daily accounting activities of the 4 companies, including review of GL postings. • Responsible for the operational activity, including Accounts Payable and Accounts Receivable. • Prepared or reviewed monthly reconciliations, including 40 reconciliations from bank accounts. • Prepared the budget for an investment company and a private foundation. The budget of Kinesis involved the expenses of 3 programs and the fund raising activities to fund them. • Analyzed variances between budget and actuals and explained them to the CEO every month. • Reviewed contracts with suppliers and review expenses to identify saving opportunities. • Coordinated the Cash Management that involves over 40 bank and brokerage accounts. • Coordinated the external audit of the financial statements and the tax returns with the CPAs. • Reporting of an International Banking Entity to the Commissioner of Financial Institutions. • Coordinated the outsourcing of the accounting functions to a company named Eton Technologies, that provides remote accounting services to family offices. • Supervised a staff of 3 employees.

Fort Vancouver Investment Management is an independent Registered Investment Advisor based in Vancouver, WA with managed assets exceeding $100 million. As a fee-only advisor we offer customized financial solutions that help our clients maintain their lifestyle throughout life’s transitions – personal and professional milestones, retirement, legacy goals and more. All our services are rooted in making recommendations that serve our clients best interest, not ours.

Peter's lifelong calling in the financial services industry, now exceeding 30 years, has been dedicated to helping clients get their financial affairs in order so they can focus on their most important family goals and values. It has been a career built on integrity, character and forged with positive leadership for our friends and family in this truly independent practice. At Ambassador Wealth Management we are very fortunate that we have some of the most fascinating people in the world as our clients. They are intelligent, hardworking, successful people that want to be good stewards of their financial assets. Their diverse nature, and the diverse nature of their needs, desires and financial situations, drives our passion daily.We specialize in guiding our clients through life's difficult financial decisions and complex financial matters. Specifically, we work with people nearing or in retirement; women facing the financial fallout from the loss of a spouse through death or divorce; business owners who are struggling with a succession plan; and families searching for their "right way" to leave a legacy of wealth to future generations. We will walk with you and guide you to your best solution.Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Our Vision: To be the most trusted and well-respected wealth management firm in the industry. Our Purpose: To pursue a culture of excellence that provides innovative solutions, aligned with the best interests of our clients. Our values based approach requires us to be objective in the advice we provide, with clear communication of how and why to move forward with the action steps needed for our client's success. It is our goal and priority that our clients take ownership in the strategies we formulate together, to allow them to feel comfortable in taking action to meet financial goals. Finally, we strive to be the financial resource our clients turn to as life progresses.

Peregrine Asset Advisers helps people to grow their assets to become financially independent in order to meet their needs, interests and commitments. TIME-TESTED RETURNS Peregrine's work is time-tested to deliver strong returns in all kinds of markets. Clients aren't troubled by market fluctuations and can watch their investment accounts flourish over time while being protected during extreme market environments. A HOLISTIC APPROACH Peregrine considers broad economic conditions, the health of the stock market, and the driving forces behind company stock price valuations, when building a portfolio. Clients gain from this holistic approach and are able to take advantage of daily and weekly market movements. Peregrine's one-two combination of long term gains and monthly short term profits enable clients to reach financial independence. THE PEREGRINE EDGE Progressive companies of the future represent bright investment prospects and long term profits for our clients. Tesla, Netflix, Facebook, Linkedin, Google, and Apple are these kinds of companies and they can make a big difference in a portfolio. These "Monument" companies are like works of art - rare and highly desirable. In addition to finding these shining stars, Peregrine draws from a broad, comprehensive spectrum of research designed to offer clients a profit on each investment. Although not every trade turns out profitably, Peregrine clients should expect net trading profits each month. PAA Blog: http://peregrineaa.blogspot.com Facebook: https://www.facebook.com/peregrineaa Helping people become financially independent by "...making assets thrive."

Our Aim: To help you understand your financial options, introduce you to our best thoughts & opinions, and help you become more confident and disciplined in your decisions. Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0M75448. 9900 SW GREENBURG RD #275 TIGARD, OR 97223

Managed a book of business of small accounts primarily Commercial Insurance.