Jessi Howe, CFP®
Jessi Howe graduated with honors from Linfield College, earning her Bachelor of Science degree in Social and Behavioral Sciences. She graduated from the Financial Planning Program at the College for Financial Planning in 2007.
She is a Certified Financial Planner® and has practiced as a fee-only financial advisor since 2008, and worked at Silver Oak since 2004.
Jessi has presented seminars on retirement planning, designing portfolios and the basics of financial planning for young professionals. She has worked with clients in the areas of retirement planning, personal financial planning and cash flow planning during retirement. She has great interest in teaching financial literacy to younger generations, which led her to being trained as a Creative Wealth Coach in 2009.
Jessi is currently an active member of the Oregon and SW Washington Financial Planning Association and national NexGen Financial Planning Community. She is also responsible for organizing NexGen events within the local FPA chapter.
Jessi brings a blend of technical and interpersonal skills that is essential in helping clients to identify and achieve their financial goals.