Focused Financial Management Group
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Nearby accountants
Shelley Avenue
Ruben Lane
Nw Division Street, Gresham
SE 362nd Drive
Sandy River Delta Park, Troutdale
S Broadway Street, Estacada
Estacada 97023
S Cadonau Road, Estacada
Nearby finance companies
Pioneer Boulevard
Pioneer Boulevard
Proctor Boulevard
97055
Proctor Boulevard
Proctor Boulevard
Nearby law practices
SE 3rd Street, Gresham
Pioneer Boulevard
Proctor Boulevard
Proctor Boulevard
Portland
Focused Financial Management Group offers comprehensive solutions through a spectrum of financial services.
From working to grow your wealth to planning for your family’s future. Securities offered through LPL Financial, Member FINRA/SIPC, www.finra.org www.sipc.org. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Focus Financial Management Group, a registered investment advisor. Financial Advocates Investment Management, Focus Financial Management Group and LPL Financial are separate entities. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness.
11/05/2026
Do you need umbrella insurance? Find out more.
Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
11/04/2026
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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11/03/2026
Attention Estate Executors: Do you know about the Alternate Valuation Date?
Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.
10/31/2026
What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.
What If Your Kids Decide Against College? Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
10/30/2026
How literate are you when it comes to your finances? Brush up with these five basics.
10/29/2026
Looking for the latest tax bracket changes? Use this handy reference guide to save time.
What's My 2026 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
10/28/2026
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
Ways to Supplement Your Medicare Coverage There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
10/27/2026
Three tips for giving smart from the heart.
Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?
10/24/2026
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
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Website
Address
39085 Pioneer Boulevard , Suite 1017
Sandy, OR
97055
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 1pm |
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Grow With Joe - Certified Financial Planner and Business Analytics
Sandy, 97055
Joe Bautista is a CFP® Professional that provides fee-for-service financial planning to young profe
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