William Lusby
William Lusby
Financial Advisor
(503) 423-8675
1052 SE 96th Ave
Portland, OR 97216
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CA Ins. License #: 4001938

My Background

As a Financial Advisor located at Unitus Community Credit Union, my passion is working with members and clients to help them achieve their financial goals. During my career, I have developed a consultative approach with clients that includes financial planning that is consistent with your goals, timeline and risk tolerance. The end result will be a strategy designed to help you grow your assets, protect your financial wellbeing, utilize your assets when the time comes and transfer wealth in the most effective way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

Together, we will address:
  • Will you have sufficient funds to secure your lifestyle in retirement?
  • Are your retirement and non-retirement accounts invested most appropriately for your goals and risk tolerance?
  • What will your income look like during retirement?
  • How can you protect your assets from unexpected events?
If you'd like your portfolio and financial plan to have the special attention they deserve, then let's get together and discuss your unique situation, your options and how I can help. 

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance representative.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . . 
  • I’m a graduate of the University of Memphis with a degree in Finance and hold the designation of Chartered Retirement Planning Counselor®.
Career Highlights . . . 
  • Financial Services Industry 10+ years
  • FINRA Registered
  • Life, Health and Annuity Licensed

Professional Services
  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Portfolio Management
  • Financial and Insurance Planning
  • Retirement Income Planning
  • Education Funding