Partner + Lead Advisor
Abbey Rollins, CFP®
- High net worth families, business owners and medical practitioners
- Series 66 security exam
- Certified Financial Planner™
Abbey joined Aldrich Wealth in 2007, after spending five years at a traditional brokerage firm. Abbey’s goal was to focus on personal financial planning, which was not a service valued in the brokerage industry. Shortly after joining the firm, Abbey obtained her CERTIFIED FINANCIAL PLANNER™ practitioner designation (CFP®) and greatly expanded the financial planning services at Aldrich Wealth.
Abbey provides guidance to high-net-worth families, executives, and business owners. Individuals in these categories face unique challenges in structuring their savings strategy, maximizing tax efficiency, strategically protecting their wealth, and implementing an optimal portfolio allocation. Abbey enjoys working with these clients to create a plan that will achieve their goals. Financial planning is a lifelong process and Abbey appreciates the long-term relationships she builds with her clients.
Abbey is a member of the Estate Planning Council of Portland and the Financial Planning Association. She enjoys the complexities associated with financial planning and is continually looking for new resources she can bring to the firm. She is also an alum of the University of Oregon Investment Group and enjoys staying connected to students who are interested in a career in finance.