Jim Corbeau
Co-Founder and Principal at Springwater Wealth Management, LLC | Lake Oswego, Oregon, United States
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As Co-Founder and Principal of Springwater Wealth Management, LLC, Jim Corbeau brings a wealth of expertise and a client-centric approach to financial advisory services. With a focus on business owners, corporate executives, professionals, and affluent retirees, Jim is dedicated to helping clients navigate the complexities of wealth accumulation, management, protection, and sharing. His comprehensive understanding of financial planning is complemented by his certifications as a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst (CDFA), allowing him to address a diverse range of client needs—from retirement planning to investment management.
At Springwater, Jim leads key projects that integrate financial planning, risk management, tax planning, and estate planning into a cohesive strategy tailored to each client's unique goals and circumstances. His commitment to a holistic service model ensures that clients receive personalized advice that evolves with their changing interests and intentions. Jim's expertise in asset allocation and strategic financial planning empowers clients to make informed decisions about their investments, including the effective use of ETFs and retirement plans.
Prior to establishing Springwater, Jim honed his skills in the financial services industry, gaining invaluable experience that informs his current practice. His passion for helping clients achieve financial security and peace of mind drives him to stay at the forefront of industry trends and best practices. With a focus on building lasting relationships, Jim Corbeau is not just a financial advisor; he is a trusted partner in his clients' financial journeys, committed to helping them realize their aspirations and secure their legacies.
Co-Founder and Principal at Springwater Wealth Management, LLC in August 2013 to Present
Board Member at Tualatin Hills Swim Club in January 2013 to August 2020
Founder and Principal at Maas Capital Advisors, LLC in April 2002 to August 2013
Director, Global Transportation Finance Group at Fortis Bank, NV in May 1996 to August 2000
Deputy Head of Shipping Finance Group at ABN AMRO in September 1995 to April 1996
Senior Manager, Structured Finance at WestLB in May 1992 to August 1995
Manager, Corporate Banking at Barclays Bank in January 1990 to January 1992
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Retirement Planning
Certified Financial Planner
Wealth Management
Certified Divorce Financial Analyst
Investment Advisory
Investment Management
Investments
Asset Allocation
Portfolio Management
Mutual Funds
Investment Strategies
Retirement
401k
Registered Investment Advisor
Model Portfolios
Wealth Management Services
Strategic Financial Planning
High Net Worth Individuals
Retirement Plan Consulting
Financial Planning
Retirement Plans
Asset Managment
ETFs
College Savings Plans
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Discover more about Springwater Wealth Management, LLCWhat is Jim Corbeau email address?
Email Jim Corbeau at [email protected] and [email protected]. This email is the most updated Jim Corbeau email found in 2026.
What is Jim Corbeau phone number?
Jim Corbeau phone number is +18015980550 and +18016498109.
How to contact Jim Corbeau?
To contact Jim Corbeau send an email to [email protected] or [email protected]. If you want to call Jim Corbeau try calling on +18015980550 and +18016498109. (updated on November 04, 2024)
What is Jim Corbeau net worth?
Jim Corbeau has an estimated net worth of $150,000 to $249,999
What company does Jim Corbeau work for?
Jim Corbeau works for Springwater Wealth Management, LLC
What is Jim Corbeau's role at Springwater Wealth Management, LLC?
Jim Corbeau is Co-Founder and Principal
What industry does Jim Corbeau work in?
Jim Corbeau works in the Financial Services industry.
Jim Corbeau Email Addresses
Jim Corbeau Phone Numbers
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