|John Wyckoff, CPA/PFS, CFP®, Senior Investment Counselor
1100 SW Sixth Avenue
I am a Certified Financial Planner® professional with almost 15 years in personal financial planning and investment advice and nearly 35 years as a Certified Public Accountant. I have extensive education and experience in income taxes, personal financial planning and private wealth management.
With my background in a broad range of financial disciplines, I am able to help affluent investors find the most appropriate solutions for their needs. In addition to being a CFP® and a CPA, I hold the Personal Financial Specialist designation and the Series 65 securities license.
I am a member of the American Institute of CPAs®, Oregon Society of Certified Public Accountants and the Financial Planning Association.
I graduated from University of California, Berkeley, with a bachelor’s degree in sociology and a Master of Business Administration. I also received a Master of Taxation from Portland State University.
I make my home in Lake Oswego, Ore., and am the proud father of two grown daughters. In my free time, I enjoy native plant landscaping and gardening.