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Kyle H
Series 65
Beaverton, OR
Physician Family Financial Advisors Inc
Kyle Hoelzle is a financial advisor at Physician Family Financial Advisors Inc in Beaverton, OR, holding a Series 65 designation with 11 years of industry experience. He has been with Physician Family Financial Advisors since 2015. Physician Family Financial Advisors serves physician families and individual clients, offering financial planning, investment guidance, and discretionary account management. The firm emphasizes diversified, passive investment allocations with tax-aware strategies and operates under a non‑AUM fee model.
Chelsea J
CFP®, Series 65
Orlando, FL
Physician Family Financial Advisors Inc
Chelsea Jones is a CFP® and holds a Series 65 license with seven years of experience in the financial advisory industry. She has worked at Physician Family Financial Advisors since 2019 and previously held roles at the WKU Center for Financial Success and Western Kentucky University. Physician Family Financial Advisors serves physician families and individual clients, as well as a limited number of employer-sponsored retirement plans, providing financial planning, investment guidance, and discretionary account management. The firm uses a diversified, passive investment approach with tax-aware strategies and offers a non-AUM fee model based on monthly membership fees.
Nathan R
Series 65
Beaverton, OR
Physician Family Financial Advisors Inc
Nathan Reineke is a financial advisor with Physician Family Financial Advisors Inc in Beaverton, OR, holding a Series 65 designation and eight years of industry experience. He has worked at Physician Family Financial Advisors since 2018 and previously spent two years at Daimler Trucks North America. Physician Family Financial Advisors serves physician families and other individual clients, as well as a small number of employer-sponsored retirement plans. The firm employs a diversified, passive investment approach focused on index mutual funds and ETFs, alongside tax-aware strategies, and operates using a non-asset-under-management fee model.
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