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Wealth Management

As a First Digital member, you can set up a complimentary financial consultation with a certified Financial Advisor. Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, Ron may be able to help you find solutions that are right for your financial goals. Ron holds his Series 7 and 66 licenses and is a Certified Financial Planner™ professional and Chartered Retirement Planning CounselorSM professional.

Contact Ron at [email protected] or 503.258.2658 to schedule an appointment at one of our branches:

During your initial meeting, Ron will assess your financial picture, goals and risk profile. You will receive a customized strategy designed to help you more effectively reach your short-, mid- and long-term financial goals. Ron will also help you prepare and organize the necessary paperwork related to the implementation of the proposed solutions. You can meet with Ron each year to review your portfolio and make adjustments as needed.

In the meantime, you can click here to access useful tools and resources on our wealth management website. Take advantage of the informative videos, retirement planning calculators, articles and more.

Visit Our Wealth Management Site

Member Portfolio View

With Member Portfolio View, members using First Digital Wealth Management services available through CFS* can view their investment accounts online. Contact us at 800.444.5858 to activate your Member Portfolio View or learn more.

eVision^® Self-Directed Online Trading

If you would like to make your own online investment decisions, you may want to check out eVISION^®, a self-directed online trading platform. Commissions start as low as $14.95 (complete pricing schedule available online). Click here to learn more.

We Make it Easy to Roll Over Your 401(k)**

Rolling over your 401(k) into an IRA may offer you more estate planning options and a broader choice of investments, putting you one step closer to a comfortable retirement.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

Pacific NW Federal Credit Union

Wealth Management