Edward Jones - Financial Advisor: Derek R Sandell, CFP®|CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-smart investing

About

Derek Sandell is a financial advisor based in Portland, Oregon, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the local area. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS®), Derek specializes in retirement planning, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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