U.S. Bank - Private Wealth Advisor: Katherine Estrada

Services Offered

• retirement planning
• investment management
• estate planning

About

Katherine Estrada is a Private Wealth Advisor based in Portland, Oregon, providing personalized financial planning and investment guidance to clients. She partners with individuals to create tailored wealth plans that reflect their unique goals and aspirations. Katherine offers services including retirement planning, investment management, and estate planning, ensuring comprehensive support for her clients' financial needs. With the backing of a full team of experts at U.S. Bank, she is dedicated to delivering one-on-one guidance through both in-person and virtual appointments.

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