Kathleen  Kee
Kathleen Kee

Confluence Wealth Management LLC

Fee-Only Financial Planner serving the Portland, OR area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

1211 SW 5th Ave
Ste 1160
Portland, OR 97204

Kathleen Kee is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Kathleen Kee is a Fee Only Financial planner in Portland, OR. Kathleen Kee is a NAPFA-Registered Financial Advisor.