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Putting Time Back in Your Life So You Can Do What You Truly Enjoy
About Me
Financial Advisor
Certified Financial Planner | CFP®
I take the time in understanding your finances so that YOU don’t have to spend any extra time doing it yourself.
Together we can strive towards building your savings more efficiently and effectively so that you can retire confidently when you want, on YOUR terms.
Using Proactive Customized Strategies That Work Towards Growing Your Wealth Over Time Within Your Preferred Risk Tolerance.
More Than Just Investments. Optimizing Your Tax Savings, Education & Retirement Planning, Risk Management And More. I Strive To Provide The Resources Necessary To Guide You In Pursuing Your Goals.
I Look Forward To Becoming Your Family Friend Beyond Quarterly Reviews
16100 NW Cornell Road Suite 240 Beaverton OR 97006
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Securities offered through LPL Financial, Member FINRA / SIPC .
Investment advice offered through Cross Financial Advisors, a Registered Investment Advisor. Cross Financial Advisors and Ankit Palan are separate entities from LPL Financial. The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.