Financial Pros in Portland, OR

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Showing 3 of 3 professionals

Pro+

Verified Professional

Priya Shah

Estate Planning Attorney & Wealth Preservation Advisor

Bridge City Legacy Law

Priya Shah helps Portland families and business owners protect assets, plan for the future, and transfer wealth with clarity and compassion.

Estate Planning (Wills & Trusts)Probate ServicesAsset ProtectionBusiness Succession Planning

CPACRS

Pearl District, Northwest District, Alberta Arts District, Hawthorne, Sellwood-Moreland, Laurelhurst

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Pro+

Verified Professional

David Brooks

Residential Real Estate Broker

Bridge City Home Advisors

David Brooks is a Portland residential real estate broker helping buyers, sellers, and relocating families make informed moves with local insight, clear communication, and steady negotiation.

Residential Buying & SellingBuyer’s Agent ServicesListing & Seller RepresentationRelocation Services

CRSABR®e-PRO®

Pearl District, Northwest District, Alberta Arts District, Hawthorne, Sellwood-Moreland, Laurelhurst, Beaverton, Lake Oswego

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Verified Professional

Maya Chen

Wealth Advisor & Retirement Strategist

Rose City Wealth Partners

Maya Chen is a Portland wealth advisor helping professionals, families, and business owners turn complex financial decisions into clear, coordinated plans for growth, protection, and retirement.

Financial Planning (Comprehensive)Retirement PlanningInvestment Management (AUM)Portfolio Construction

CFP®Series 65CIMA®

Pearl District, Northwest District, Alberta Arts District, Hawthorne, Sellwood-Moreland, Laurelhurst, Lake Oswego, Beaverton, West Linn

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