Karen J. Day, EA, CFP®

CONNECT

Address:

Two Town Center
10135 SE Sunnyside Rd, Suite 210
Clackamas, OR 97015

Phone:

503-353-9700

Fax/Other:

503-353-9711

Our Team

Click on pictures for more information

 

 

 

 

 

Karen J. Day , EA, CFP®
Financial Advisor
Registered Rpresentative, LPL Financial

 

 

 

 

 

Lisa Kachel, RP®
Financial Advisor
Registered Rpresentative, LPL Financial

 

 

 

 

Karen (Kay) French, EA, LTC,  Tax Planning Assistant with Householder Group Estate & Retirement Specialists, is a Licensed Tax Consultant with the state of Oregon.  She is an Enrolled Agent, which is a  federally licensed tax practitioner who specialize in taxation.  She has a BS in Business Administration.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck