William Lusby
William Lusby
CRPC®
Financial Advisor
(503) 423-8675
Unitus Community Credit
9200 SE 82nd Ave
Portland, OR 97086
Get Directions
CA Ins. License #: 4001938

My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

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