Financial Investment Team ("FIT")
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning and preparation for individuals (including high-net-worth clients), trusts, corporations, and institutional clients such as pension and profit-sharing plans. The firm works to coordinate investments across retirement accounts, taxable accounts, and employer-sponsored plans, and assists clients with rollover decisions and ongoing monitoring.
FIT tailors advice to client objectives and risk tolerance, implementing strategies using exchange-traded funds, individual equities and bonds, with a mix of long- and short-term purchases and occasional trading or option use for select accounts. The firm employs fundamental, technical and charting analysis, delivers written financial plans, and conducts periodic reviews while generally operating under discretionary trading authority.
Distinctive features include an affiliated CPA practice through which the firm’s principal devotes a meaningful portion of time to tax planning and preparation and coordinates tax work with investment advice, a relationship the Brochure discloses and manages as a potential conflict of interest. The firm also emphasizes an educational approach for certain recommendations—particularly retirement rollovers—providing written explanations, educational materials, questionnaires and interactive tools to help clients make informed decisions rather than solely issuing prescriptive recommendations.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.60% annually $500,000 - $1,000,000: 1.35% annually $1,000,000+: 1.10% annually
Commissions may be earned by certain Investment Advisor Representatives who are also Registered Representatives of Peak Brokerage Services, LLC; fees paid to FIT for advisory services are separate and distinct from commissions.
Financial planning billed at $500 per hour; tax planning and preparation fees based on hourly rates, e.g. $500/hour for principal.
Account minimum: $250,000
Main office
15350 SW Sequoia Pkwy, Suite 150
Portland OR 97224
Advisors at this office
4
Most active in
Arizona · California · Oregon · Texas · Washington
Also doing business as
Financial Investment Team ("Fit") · Financial Investment Team, Inc. · Harrison & Associates Wealth Management Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christine G
CFP®, Series 66
Portland, OR
Financial Investment Team ("FIT")
Christine Garcia is a CFP® with 10 years of industry experience, currently serving as an advisor at Financial Investment Team (FIT) in Portland, OR. Her prior experience includes roles at Bank of America and Merrill Lynch. Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning services to individuals, trusts, corporations, and institutional clients. The firm integrates investment and tax strategies, using a variety of analysis techniques and maintaining an educational approach to client recommendations.
Diana H
CFP®, Series 66
Portland, OR
Financial Investment Team ("FIT")
Diana Harrison is a CFP® professional with 25 years of industry experience, currently serving as an owner and advisor at Financial Investment Team (FIT) in Portland, OR. She has worked at FIT since 2005 and also owns Plus Tax, Inc., a tax planning and preparation service. Her background includes roles at Lewis and Harrison CPA Group and Divorce Asset Solutions, LLC. Financial Investment Team provides discretionary portfolio management, financial planning, and tax services to individuals, trusts, corporations, and institutional clients. The firm integrates investment and tax planning through its affiliated CPA practice and employs a combination of fundamental, technical, and charting analysis tailored to client objectives and risk tolerance.
Rachel G
CFP®, Series 66
Portland, OR
Financial Investment Team ("FIT")
Rachel Gustafson is a CFP® with 11 years of industry experience, currently serving as an advisor at Financial Investment Team (FIT) in Portland, OR. She previously worked at Bank of America and Merrill Lynch from 2012 to 2019. Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning and preparation for individuals, trusts, corporations, and institutional clients. The firm integrates investment advice with tax services through an affiliated CPA practice and employs a range of strategies including ETFs, equities, bonds, and occasional option use, emphasizing client education and tailored solutions.
Travis W
CFP®, Series 65, Series 63
Portland, OR
Financial Investment Team ("FIT")
Travis Wesley is a CFP® professional with 10 years of industry experience. He is currently with Financial Investment Team (FIT) and has previous experience at Ameriprise Financial Services and other financial firms. Financial Investment Team provides discretionary portfolio management, financial planning, and tax planning services to individuals, trusts, corporations, and institutional clients. The firm coordinates investments across various account types and employs a mix of fundamental and technical analysis while emphasizing client education, particularly regarding retirement rollovers.
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