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Serene Point Advisors LLC
an advisory firm

building investment & financial strength

for individuals, families and businesses

Thanks for your interest!

why serene POINT?

Because managing money and planning for your financial life does not need to be confusing or intimidating!
Get straightforward talk, smart advice and actionable plans. 

get in touch

Call: 503-360-9550

Write: nancy@planserene.com

Schedule: calendly.com/exploreadvice

OR

Write: jared@planserene.com

Schedule: calendly.com/talkwithjared

OR

Write: kelly@planserene.com

Schedule: calendly.com/kelly-planserene

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© 2025 Serene Point Advisors LLC

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Serene Point Advisors LLC is a registered investment advisor in the States of Oregon and California. The Adviser may not transact business in states where it is not appropriately registered or excluded from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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