John Wyckoff

John Wyckoff, CPA/PFS, CFP®
Senior Investment Counselor
1100 SW Sixth Avenue
Portland, OR 97204
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My Background
I am a Certified Financial Planner® professional with 15 years in personal financial planning and investment advice and 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 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.