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Shawn Thomson, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Shawn Thomson

CFP®, APMA

Private Wealth Advisor

Point Forward Wealth Advisors

An Ameriprise Private Wealth Advisor

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, Finance, Pacific University, Forest Grove, OR

Awards & recognition

  • Ameriprise Circle of Success, 2012-2014 and 2016-2023
  • Point Forward Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2024

Professional associations

  • Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

    Our office is proud to volunteer annually at our local food bank in the Portland Metro area. We have also recently partnered with Rose Haven Day Center for Women and Children to help provide support as they serve some of the most vulnerable in our community.

Interests

My interests include basketball, running, and cycling. I also enjoy spending time with my wife, and kids as they all continue to broaden my perspectives. Finally, I enjoy finding new local restaurants.