Marilyn  Bergen
Marilyn Bergen

Confluence Wealth Management LLC

Fee Only Financial Planner Located in Portland, OR and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

4800 S.W. Macadam Avenue
Suite 305
Portland, OR 97239

Marilyn Bergen 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?

Marilyn Bergen is a Fee Only Financial planner in Portland, OR. Marilyn Bergen is a NAPFA-Registered Financial Advisor.