We are an independent investment advisory firm.
Serene Point Advisors provides financial planning and investment management for individuals, families and small businesses. We know that many people procrastinate the necessary planning and investing work because they believe it to be an intimidating and expensive process.
Talk to us and you'll find that it does not have to be.
Our name conveys our commitment to making the necessary task an enjoyable and rewarding one. We love what we do so it is our pleasure to put our client needs first. We value excellence, discipline and communication.
Nancy Wakefield, CDFA®
Nancy Wakefield is the founder of Serene Point Advisors LLC. After over 20 years working in many different areas of the personal finance industry, she determined that there was a lot missing from the traditional approach to financial planning. Under her leadership and since 2017, Serene Point has been challenging the usual well-worn conversation around planning. With the firm's Living Financial Plan, she and her team are bringing a refreshed approach to advice. She believes that your life plans should drive your financial goals, not a one-size-fits-all computer program or a well-rehearsed script.
Nancy is a CFP candidate and a Certified Divorce Financial Analyst (CDFA®). She is a member of the Institute for Divorce Financial Analysts (IDFA) and the Oregon Association of Collaborative Professionals (OACP)
Jared Rasmussen
Jared started his financial services career in 1995 with Fidelity Investments as an equity trader. Over the next fourteen years he built a strong foundation in investments while trading stocks and becoming a specialist in the Mutual Fund group. He enhanced his skills working with the small business retirement plan services and life insurance/annuity group while getting a business degree from the University of Phoenix.
After joining TD Ameritrade in 2009, he used his investment knowledge to develop relationships with individual investors and guide them through portfolio management and financial planning.
Jared and his wife Rebecca have five kids with the two youngest teenagers still at home with them in Sherwood. The Rasmussens prefer to be outdoors, especially if they can be near the ocean or on a lake. Jared loves to run, his favorite distance being the half marathon, but also competes in the Hood to Coast relays and other events in the beautiful Pacific Northwest.
