Columbia River Financial Group, LLC

Columbia River Financial Group, LLC Fiduciary, Fee Only & Independent. Wealth Management and Financial Planning Services.

Columbia River Financial Group, LLC is a investment advisor, registered with the Securities and Exchange Commission. Columbia River Financial Group, LLC is a registered investment adviser in the State of Washington and Oregon. Chad Peterson, CFP®
Founder, Managing Member, and Senior Financial Advisor

Mike Baltzell, CFP®, RICP®
Chief Compliance Officer and Senior Financial Advisor

Kate Hardin, CF

P®
Senior Financial Advisor

Derek Kaufman, APMA®
Portfolio and Client Services Advisor

Columbia River Financial Group, LLC is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

CRFG helped to inspire some local professionals that aspire to be their own businesses in the future.
03/16/2024

CRFG helped to inspire some local professionals that aspire to be their own businesses in the future.

Such an amazing opportunity to volunteer with our great clients at NourishPHX! We feel so blessed to be able to give bac...
03/08/2024

Such an amazing opportunity to volunteer with our great clients at NourishPHX! We feel so blessed to be able to give back to the community, and do it side by side with the best people. Thank you to everyone who came out and supported with us.

An incredible time hosting clients at spring training in Arizona! Grateful for the opportunity to appreciate our clients...
03/06/2024

An incredible time hosting clients at spring training in Arizona! Grateful for the opportunity to appreciate our clients and share the excitement of baseball.

Greetings from Arizona Spring Training ⚾️ baseball, Cactus League! Looking forward to seeing our amazing snowbird client...
02/28/2024

Greetings from Arizona Spring Training ⚾️ baseball, Cactus League! Looking forward to seeing our amazing snowbird clients for a Seattle Mariners game and a day of volunteering at a local Phoenix food bank, NourishPHX.

Happy holidays from your CRFG team! We look forward to seeing you in the new year and wishing everyone a successful 2024...
12/25/2023

Happy holidays from your CRFG team! We look forward to seeing you in the new year and wishing everyone a successful 2024.

Yesterday Chad and several client volunteers helped out at the Habitat for Humanity ReStore in Peoria Arizona. They hel...
02/24/2023

Yesterday Chad and several client volunteers helped out at the Habitat for Humanity ReStore in Peoria Arizona. They helped demolish a wall and floor as part of a renovation of the store.

A great week with Habitat for Humanity - W**d, California!
10/12/2022

A great week with Habitat for Humanity - W**d, California!

5 Years ago today we started our own firm! Thanks to all of you, our loyal clients!
06/01/2022

5 Years ago today we started our own firm! Thanks to all of you, our loyal clients!

Address

16701 SE Mcgillivray Boulevard Suite 250
Vancouver, WA
98683

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1:30pm

Telephone

+13603353350

Website

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