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Jeffrey P

Series 63, Series 65

Portland, OR

Faithward Advisors, LLC

Jeffrey Press is a financial advisor at Faithward Advisors, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at multiple firms such as Thrivent Investment Management Inc and Compliance Risk Concepts. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing over $1 billion in client assets through a multi-team platform. The firm employs a Modern Portfolio Theory-based approach with mutual funds, ETFs, and an overlay for Biblically Responsible Investing.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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