1800 SW 1st Ave. Ste. 150 | Portland, OR 97201 | ph: (503) 225-9393 | toll free: (800) 328-1956 | fx: (503) 225-6532
Anthony & Stefanie Reel
CERTIFIED FINANCIAL PLANNERS™
Anthony Reel
Vice-President Investments, Certified Financial Planner, Investment Advisor Representative, Senior Registered Financial Consultant
Stefanie Reel
Assistant to Anthony Reel, Certified Financial Planner, Manager of Operations & Compliance, Principal
Anthony has spent more than 20 years in the financial services industry and has earned numerous designations including Certified Financial Planner®. Anthony takes a total money management approach, while specializing in money management and bonds.
Stefanie has also worked in the financial services industry for more than 20 years. She assists Anthony and his clients, as well as acting as the Manager of Operations & Compliance for Liberty Capital.
Anthony and Stefanie have two daughters, Khaya and Asa, that keep them busy. In his free time Anthony enjoys mountain climbing, camping, woodworking, gardening, hiking, snowboarding and golfing. Stefanie enjoys playing volleyball, skiing, camping, golfing and hiking.
Education & Experience – Anthony Reel
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CERTIFIED FINANCIAL PLANNER™
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Vice-President Investments
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Senior Registered Financial Consultant
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Investment Advisor Representative
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B.S. in Finance, University of Portland
Education & Experience – Stefanie Reel
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CERTIFIED FINANCIAL PLANNER™
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Senior Registered Financial Associate
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Manager of Operations & Compliance
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B.S. in Finance, University of Portland
Products
Financial Planning
Managed Money
Stocks, ETFs, Mutual Funds
Municipal Bonds, Corporate Bonds, Government Bonds, CD’s
Insurance
Managed Futures