Joseph W. Wilson, CFP®

Joseph W. Wilson, CFP®

As a CERTIFIED FINANCIAL PLANNER™ certificant and principal owner of Tyson Deering Wilson, Joe works with individuals on retirement planning and to help them manage their investment and insurance strategies. He also works with businesses to help them establish & manage qualified retirement programs in order to help their employees save for retirement.

Joe earned his BBA in Finance from the University of Iowa and has more than 15 years of experience in the financial services industry. His industry qualifications include CFP®, ChFC® and CRPC® professional designations, Series 4, 7, 24, 63 and 65 securities registrations, and life, disability and long term care insurance licenses.

Joe is involved in several associations including Lake Oswego Chamber of Commerce, the Portland Business Alliance and the Financial Planning Association.

Joe has 2 children, CJ & Miles and spends his free time skiing, scuba diving and exploring the Pacific Northwest.

 

Degrees/Designations/Licenses:

  • BBA in Finance - University of Iowa
  • CERTIFIED FINANCIAL PLANNER™ certificant
  • CRPC® - Chartered Retirement Planning Counselor
  • ChFC®- Chartered Financial Consultant
  • Life/Health insurance licenses
  • Series 4 - FINRA registered options principal
  • Series 7 - FINRA general securities license>
  • Series 24 - FINRA general securities principal
  • Series 63 - FINRA uniform securities state law exam
  • Series 65 - FINRA uniform investment advisor law exam
  • Investment Adviser Representative for the states of Oregon and Washington state
Phone (503) 620-6279
Fax (503) 620-6282
Mobile Phone (971) 270-8549