Basic Information
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Company
Oregon Pacific Financial Advisors -
Phone
541-772-1116 -
Mobile phone
541-761-3664 -
Email
emma@opfa.com -
Describe How You Would Like To Be Introduced Via Email
Emma works with individuals and businesses all over the rogue Valley. She would be happy to sit down with you and evaluate your current financial planning and investments and make recommendations for any adjustments and changes that can be made to improve your financial future. Emma and the team at Oregon Pacific Financial Advisors focus on financial planning and goal-based decisions, This means that the first step is getting to know you, your family, your priorities, and your goals. From there they create a custom plan with your next steps laid out and then continue to meet with you over time to make updates as your life changes. The first step is just a quick phone call appointment, you can call her at 541-772-1116 -
What is your "why"? Why do you do what you do?
I became a financial planner so I can take some of the ambiguity out of dealing with finances. A financial advisor encouraged me to participate in my employer-sponsored plan when I was 20 and showed me the power of compounding interest. I want to make a difference in community members' lives and show them that every little bit of saving counts. I want my clients to be able to spend more time doing what they enjoy with the people they love. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you want to change your financial future?
When was the last time you did financial planning with your current advisor?
Does your Business have a retirement plan? -
Unique Selling Proposition
Emma and the team at Oregon Pacific Financial Advisors focus on financial planning and goal-based decisions, This means that the first step is getting to know you, your family, your priorities, and your goals. Investments are just a tool in the larger toolbox of financial planning. -
About me
I was born and raised in the Rogue Valley and after traveling the world decided to settle back in Oregon to raise my two young daughters. On the weekends you will find me driving a tractor, building something with my girls, canning things from our garden or visiting a local brewery or winery.
I started as a registered assistant in 2012 and became a Financial Advisor at OPFA in 2020 and have helped hundreds of clients understand their financial situation better. -
Profession
Financial Planner -
Title
Financial Planner -
Hobbies and interest
I love to spend time outdoors with my family, gardening, biking, camping, snowboarding and skiing and rafting. -
Website
https://www.opfa.com