Vancouver, WA Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

3

Of 1,962 advisors across 1,066 offices

Location

Vancouver WA

Advisors at this office

3

Advisors at this office

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Josh M

Series 65, Series 63

Vancouver, WA

Empower Advisory Group

Josh Mc Clellan is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Personal Capital Advisors Corporation and Fisher Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jessica G

Series 63, Series 66

Vancouver, WA

Empower Advisory Group

Jessica Gutierrez is a financial advisor with Empower Advisory Group in Vancouver, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Her previous roles include positions at Morgan Stanley, E*TRADE Securities LLC, and U.S. Bancorp Investments, Inc. Outside of finance, she is a part owner of Ruff Roads Mobile Grooming LLC, a mobile pet grooming business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both single-point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Omar K

Series 63, Series 65

Vancouver, WA

Empower Advisory Group

Omar Kemp is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower Advisory Group, he worked at Fisher Investments for seven years and had roles at Cetera Investment Services, Foresters Advisory Services, and Teen Enrichment Network. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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