Jim Corbeau
MBA, CFP®, CDFA®
Springwater Wealth Management
Principal
Jim Corbeau
MBA, CFP®, CDFA®
Springwater Wealth Management
Principal
Our mission is to provide you with clear, thoughtful and objective advice so that you can make informed choices for your financial life. As a client, you’ll sleep well at night, because you’ll know that you have a financial plan in place that’s tailored to your unique needs. - Jim Corbeau, MBA, CFP®, CDFA®
Fee-Only financial planner located in Portland, Oregon and Santa Cruz, California, serving clients in Oregon, Washington, and the Bay Area in California.
Jim Corbeau is a Portland, OR fee-only financial planner.
Springwater Wealth is an independent, fee-only financial advisory practice, and provides integrated financial planning, investment management, and wealth management services.
We know that when you choose a financial advisor, you’re choosing to entrust your future, dreams, and goals to their care and expertise. We take that confidence seriously and work every day to continue to earn that trust.
We serve a diverse group of clients, but specialize in helping independent women, young professionals, and (pre) retirees.
To learn more, or to find out if we’re the right advisors for you, schedule your complimentary consultation today.
Jim Corbeau is a principal and co-founder of Springwater Wealth Management, LLC. From 2002 to 2013, he was the managing member of Maas Capital Advisors, LLC, an independent, fee-only advisory firm. Prior to establishing his financial advisory practice, he spent over a decade working in Europe as a merchant banker, advising companies and high net worth investors on a range of financial matters.
Jim received his Bachelor of Arts degree in Political Science from the University of California, Berkeley in 1986 and his Master of Business Administration degree in Finance and International Business from the University of Wisconsin, Madison in 1990. He also holds a Certificate in Personal Financial Planning from the University of California, Santa Cruz.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Divorce Financial Analyst®. He is also a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the highly-regarded association of fee-only financial advisors.
He has taught the rigorous Investments course for the Personal Financial Planning certificate program at the University of California, Santa Cruz-Extension, and is an active member of several civic and community service organizations.
A former world-class swimmer in his youth, Jim is an actively involved with amateur age-group swimming as a volunteer, and with masters swimming as a participant.
Jim and his wife Shannon live in Portland with their three children.
Jim Corbeau is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
As a Springwater client, you can be certain that we’re committed to doing what’s best for you – not what’s best for us. Here’s why:
As an INDEPENDENT firm, we work only for you and our other clients. There’s no head office in San Francisco, Chicago or New York dictating what our priorities should be. You are our priority.
As a FEE-ONLY practice, we don’t sell any products, or accept commissions, referral fees or other third-party payments. We’re compensated only by our clients.
As FIDUCIARIES by law (under the 1940 Investment Advisers Act) and by credential (our advisors all hold the Certified Financial Planner™ designation), we have a duty to always act in the best interests of our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jim Corbeau is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jim Corbeau is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jim Corbeau is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Jim Corbeau is a Member of the Oregon Association of Collaborative Professionals
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Jim Corbeau is Featured in ThinkAdvisor: "European Banking Experience Pays Off for Corbeau and His Clients"
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Jim Corbeau is Quoted in Financial Advisor Magazine: "One Is The Loneliest Number"
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Jim Corbeau Contributes to The Oregon Certified Public Accountant: "Core Financial Planning Areas for Your Clients"
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Jim Corbeau is Quoted in The Oregonian: "Why you don't need commodities in your retirement account"
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Jim Corbeau is Featured in Trade Winds
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Jim Corbeau is Quoted on Kiplinger: "Looking for Your Magic Number"
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Jim Corbeau Contributes to Lake Oswego Wealth Managment Insder: "A Warning for Investors"
Contact Jim Corbeau
Office Locations:
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6600 SW 105th Avenue
Suite 155
Beaverton, OR 97008 -
740 Front Street
Suite 200
Santa Cruz, CA 95060
