Jessica Porter, RICP®, AIF®
Planning For Generations
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BPG Wealth Management
Jessica Porter, RICP®, AIF®
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Advisor
Clackamas, OR
Serving Clients Nationwide
Planning For Generations
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
With a degree in marketing and a 7-year career with Ferrari, Jessica Porter brings a unique perspective and skill set to the financial industry. Originally from Texas, Jessica joined the BPG team shortly after her move to Portland in 2014 and quickly discovered her passion for planning, working to educate and provide perspective and guidance for her clients.As one of three children of a plumber and a homemaker, Jessica grew up never knowing what a financial advisor was. Once immersing herself in the industry and learning the incredible ways advisors can help people, she focused her practice on providing the education and planning that helps her clients gain a handle on their finances and not only avoid making mistakes that so many do, but strategically plan for their futures.
BPG’s multiple levels of financial planning ensure that Jessica is able to help everyone, from young professionals just getting started to seasoned executives getting ready to retire. As a part of a full-service team that works in many areas of the financial industry, her core focus will always remain on education, candid guidance, and providing detailed planning, especially for those who grew up not knowing what a financial advisor is.
Jessica lives in Southeast Portland with her husband, Kelly, where you’ll find her stopping to say hi to every dog she meets. She enjoys reading, Portland summers, Southern food, and long road trips to explore the world.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Retirement Income Certified Professional (RICP)
Affiliations
- Financial Planning Association
Primary Location
10151 SE Sunnyside Rd Suite 460 Clackamas, OR 97015
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life.OUR GOAL
Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel confident about their future.
OUR SERVICES
Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses.
OUR CULTURE
Our partners bring a combined 95+ years of experience as a strategic resource to help simplify your financial life. Serving clients in the Pacific Northwest and across the country since 1979, we provide you with unbiased advice based solely on your needs and goals.
As a multi-generational firm rooted with an entrepreneurial spirit, we understand the challenges that families and businesses face in both good times and bad. With a unique balance of generational and gender diversity, our team members each provide a distinct perspective that can relate to any client’s needs. A mix of different cultures and backgrounds combined with our commitment to excellence allows us to design and implement a strategy based on individual situations and objectives.
Whether you’re 4 miles or 4,000 miles away, our commitment is to you, your family, and your business to be there with you every step of the way.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Education
University of Houston, BBA, Business - Marketing
Hobbies and Interests
- Family
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Women’s Finance
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