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Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint
503-525-8798 | www.onpointcu.com/lhake/Request Driving Directions
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Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint
Portland, OR 97267
- Phone: 503-525-8798
- Secondary: 503-778-2870
- Fax: 503-273-1796
- Toll Free: 800-527-3932
As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning. My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire.
OnPoint’s not-for-profit status allows us to truly put the client first in all we do. Through Raymond James Investment Services, Inc., I am able to to leverage best in class investment strategy, research and technology.
I currently hold the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting and hold securities licenses Series 7, 63, 65 and 66 as well as an Oregon Resident Life and Health Insurance License.
I live in Portland and spend my free time enjoying the Pacific Northwest with my wife and young son.
Hours of Operation
Categories
Money, Financial planners certified, Investment advisory service
Services
Comprehensive retirement planning, Financial planning, Cash management, Estate & charitable foundation planning, Investment management, Risk management, Social Security planning, Public employee retirement system (PERS) planning
Products
401(k), 403(b), Traditional IRA or Roth IRA., Environmental, social, and governance investing (ESG), Socially responsible investing (SRI), Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.
Service Areas
Portland, OR;
Tags
Public employees retirement system (PERS), estate planning, Financial advisor, Estate & charitable foundation planning, Conscious investing, Social Security planning, Planning for retirement, Managing wealth, 401(k), 403(b), Traditional IRA or Roth IRA., Environmental, social, and governance investing (ESG), Retirement, Risk mitigation, Wealth management, charitable foundation planning, Financial advice, Comprehensive retirement planning, Investing, Financial planning, Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans., Public employee retirement system (PERS) planning, Saving for college, Endowment planning, investment consultation, Financial goals, Asset allocation, Investment services, Life insurance, Cash management, Investment management, Risk management, Socially responsible investing (SRI), Financial plan
Location
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