Lula Financial

Lula Financial Financial planning for people who hate financial planning. Established in 2018. Lula Financial is a boutique financial services firm.

We work with clients to strengthen their finances in the following areas: Retirement planning, buying a home, investing, student loans, credit card debt, life insurance & company stock. We are fee-only investment advisors and fiduciaries.

Lula Financial Portland is now open! As you know Lula was developed to offer financial planning services for people who ...
03/02/2021

Lula Financial Portland is now open!

As you know Lula was developed to offer financial planning services for people who hate financial planning. We take a fresh and slightly irreverent approach that is more accessible than more traditional financial planning firms.

We are so excited to work with our Portland clients to help them achieve peace of mind around their finances.

Thanks for welcoming us into your community!

Address

Portland, OR

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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