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Brent Usher, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Brent Usher

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Meridian Wealth Advisors

An Ameriprise Private Wealth Advisor

12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 20 reviews
See disclosures

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
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Masters of Business Administration - Finance and Accounting, University of Colorado at Boulder, 2000

Previous experience

  • Real Estate Developer, Portland, OR, 2003-2011
  • CPA - Financial Auditor, Deloitte and Touche, San Franciso, CA, 2000-2003

Community participation

  • Our practice supports Financial Beginnings, a non-profit teaching financial literacy. We were recently trained to teach in schools throughout Portland.
  • Our practice supports Central City Concern, a non-profit providing comprehensive solutions to ending homelessness and achieving self-sufficiency

Interests

  • Exploring the beautiful Pacific Northwest with my wife and two daughters, by surfing in the ocean, skiing and snowboarding the mountains, crabbing in the bays and backpacking in the backcountry.
  • Getting lost for hours in my backyard garden.
  • Playing games with my daughters.
  • Helping anyone who needs some financial guidance.
  • Cooking for my family....and sampling all the best pizza Portland has to offer.