Online Financial Planning Services
Online Financial Planning Services (CRD# 281760) is a financial advisory firm headquartered in Lake Oswego, OR. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Nestor (CRD# 5263933) is an Investment Advisor Representative working at Online Financial Planning Services in Portland, OR and has over 17 years of experience in the finance industry. Susan Nestor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.