wealth management advisor in Gresham Jason Huynh
300 East Powell
Gresham, OR 97030
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It is my pleasure to serve the financial needs of people in Gresham, Portland, and Sandy. My experience in the financial industry started in 2013 and I became a Wealth Management Advisor in 2015.I am fluent in Cantonese.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy spending time with my wife and daughter, practicing personal development, and exercising every morning.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office300 East Powell
Gresham, OR 97030
Secondary office2541 Sw Cherry Park Rd
Troutdale, OR 97060
Secondary office38561 Proctor Blvd
Sandy, OR 97055
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.