Ulrike Devoto
Financial Advisor and Owner at Ascent Financial Advisors | Portland, Oregon, United States
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Ulrike Devoto is a seasoned Financial Advisor and Owner at Ascent Financial Advisors, where she specializes in fee-only investment management and comprehensive financial planning. With a robust background as a Certified Financial Planner (CFP), Ulrike is dedicated to helping her clients navigate the complexities of their financial lives. Her expertise encompasses a wide array of services, including retirement planning, asset management, tax strategies, and college savings planning.
At Ascent Financial Advisors, Ulrike leads key projects that focus on personalized financial strategies tailored to each client's unique goals and circumstances. She understands that effective financial planning is not a one-size-fits-all approach; rather, it requires a deep understanding of individual aspirations and challenges. Ulrike employs a holistic methodology, integrating investment planning with comprehensive financial assessments to create sustainable wealth-building strategies.
Her commitment to education and empowerment is evident in her approach to retirement planning, where she emphasizes the importance of early and informed decision-making. Ulrike’s clients benefit from her thorough knowledge of investment vehicles and tax-efficient strategies, ensuring they are well-prepared for their financial futures. As a thought leader in the financial advisory space, Ulrike Devoto continues to innovate and adapt her services, providing invaluable insights that help clients achieve financial independence and peace of mind.
Financial Advisor and Owner at Ascent Financial Advisors in July 2000 to Present
Financial Planning at CMC Advisors in January 1998 to January 2000
Trust Officer at US Bank in September 1990 to January 1998
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Certified Financial Planner
Retirement Planning
Financial Planning
Asset Management
College Savings Planning
Investment Planning
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What is Ulrike Devoto email address?
Email Ulrike Devoto at [email protected] and [email protected]. This email is the most updated Ulrike Devoto email found in 2026.
What is Ulrike Devoto phone number?
Ulrike Devoto phone number is +15033413708 and +13619492844.
How to contact Ulrike Devoto?
To contact Ulrike Devoto send an email to [email protected] or [email protected]. If you want to call Ulrike Devoto try calling on +15033413708 and +13619492844. (updated on October 31, 2024)
What is Ulrike Devoto net worth?
Ulrike Devoto has an estimated net worth of $150,000 to $249,999
What company does Ulrike Devoto work for?
Ulrike Devoto works for Ascent Financial Advisors
What is Ulrike Devoto's role at Ascent Financial Advisors?
Ulrike Devoto is Financial Advisor and Owner
What industry does Ulrike Devoto work in?
Ulrike Devoto works in the Financial Services industry.
Ulrike Devoto Email Addresses
Ulrike Devoto Phone Numbers
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