William Leder, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William Leder, Jr. CFP®

Wealth Advisor

Mariner Wealth Advisors

8050 SW Pfaffle St, Ste 100
Portland, OR 97223-6678
FINANCIAL ADVISOR'S WEBSITE
(503) 620-5236

General

William Leder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mariner Wealth Advisors in Portland, OR and the surrounding communities.

Financial Advisor Experience

I consider myself a "jack of all trades" in the financial planning & investment management world. I've worked with people and situations from all walks of life. You will be comfortable working with me, knowing that you're getting sound advice and help. I can walk you through complex situations and make it feel easy. I'd be happy to discuss your situation and help you in any way I can.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OR, WA
  • Health/disability insurance: OR, WA
  • Fixed annuities: OR, WA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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