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New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark Thumbnail

New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark

April 8, 2025

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Financial Investment Team, Inc.

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Contact Information

Office ADDRESS:

15350 SW Sequoia Pkwy, Suite 150, Portland, OR 97224

Phone: 503-906-5205
Fax: 503-639-4292
Email: info@fi-team.com

Additional Information

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Designation Explanation

California Insurance License OG28007

Investment advisory services offered through Financial Investment Team, Inc., an investment advisor registered with the U.S. SEC. Securities offered through Peak Brokerage Services, LLC. Member FINRA/SIPC. Financial Investment Team, Inc. is a separate and independent entity from Peak Brokerage Services, LLC.

To view the firm’s Regulation Best Interest (“Reg B.I.”) Disclosure and Customer Relationship Summary “Form C.R.S.” please use these embedded links.

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503-906-5205