Christopher  Winn

Christopher Winn

| CFP®, MBA, CDFA™

Interactive Wealth Advisors Inc.

503-220-1623

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Fee Only Financial Planner with offices in Beaverton and Portland, OR

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Analysis
  • Planning for Business Owners
  • High Net-Worth Clients
  • Advising Medical Professionals
  • Pre/Post Divorce Planning
  • Trial Consultant/Expert Witness

Website

Our Other NAPFA Members

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1915 NW AmberGlen Parkway
Suite 400
Beaverton, OR 97006

1001 SW 5th Ave.
Suite 1100
Portland, OR 97204

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Christopher Winn is a Portland, OR Fee-Only Financial Planner serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Christopher Winn is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Chris Winn has been providing holistic wealth management advice to his busy clients for more than 15 years. He operates on simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic wealth management services.

Mr. Winn has been recognized in the past as a Top 50 Advisor nationally by Bank Investment Consulting magazine and was featured in Portland Monthly as one of the city's Five Star Wealth Managers for the third year in a row.  He has been quoted in TheStreet.com's sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger's "Jumpstart Your Retirement" and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.  

Chris is active in the community through the Beaverton Rotary and in his spare time enjoys golfing, running, BBQing and chasing his Great Dane around the neighborhood.

Professional Associations
> Estate Planning Council of Portland
> National Association of Personal Financial Advisors (NAPFA)
> World Future Society
> Institute for Divorce Financial Analysts
> Oregon Entrepreneurs Network (OEN)

Community Service
> Beaverton Rotary, Community Service Director (past); Academic Scholarship Chair; Newsletter Chair; Beaverton Rotary Foundation board member
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Interactive Wealth Advisors is a comprehensive, fee-only wealth management firm.  Our clients are busy, highly skilled professionals who want unbiased advice and one firm to help them on a wide range of issues from investment management and insurance to retirement planning and taxes.  
 
We are members of the National Association of Personal Financial Advisors (NAPFA) and do not accept commissions, referral fees or soft dollars.  Only 1 percent of firms nationally have taken this oath.  It keeps us focused and accountable on what is important--fighting for our clients' best interests.

Interactive Wealth Advisors was founded on the principle that a company is only as good as its people and their values.  Every decision we make filters through our values to insure it is a good decision for all parties, whether they be staff, clients or business partners.  Our values guide us when we create investment portfolios, build financial plans and interact with clients and staff.  It is how we are different.

Integrity - Doing the right thing, especially when people aren't looking.

Service - Putting the needs of others above our own self interest.

Teamwork - Maximizing the talents of our team to create a high energy esprit de corps

Excellence - Always putting our best efforts into every action we take.

Independence - Unbiased, transparent advice free of any conflict of interests.
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