Financial Advisors
Portland, OR
Adina Flynn is a Financial Advisor with Ameriprise Financial Services in Portland, specializing in comprehensive wealth management, retirement planning, estate planning, and investment management. With credentials including JD, BFA, AAMS, AWMA, AEP, and multiple other professional designations, Flynn offers holistic financial planning services tailored to individuals, retirees, small business owners, and high net worth clients. Her expertise spans asset allocation, tax planning, insurance products, and specialized planning for life transitions including divorce and senior living.
Ideal for: Retirees, small business owners, high net worth individuals, those planning major life transitions (divorce, special needs planning, business exit)
Service area: Portland, OR and surrounding areas
Multiple Professional Certifications: Holds 30+ professional designations including AWMA (Accredited Wealth Management Advisor), AEP (Accredited Estate Planner), and AIF (Accredited Investment Fiduciary), demonstrating advanced expertise across comprehensive financial planning disciplines.
Specialized Planning Expertise: Offers niche services including Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), and Chartered Special Needs Consultant (ChSNC) credentials to serve specific life situations.
Ameriprise Financial Backing: Backed by Ameriprise Financial Services, a major financial institution providing resources, research, and compliance infrastructure for client portfolios and planning strategies.
Address: 1300 SE Stark St Room 212, Portland, OR 97214
Phone: (503) 517-1893
Website: ameripriseadvisors.com
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