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Paula Lee
Business Manager At Johnson Bixby at Johnson Bixby
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Work Experience
Jun 2013 - Present · 11 years and 6 months
Business Manager At Johnson Bixby
Jun 2013 - Present · 11 years and 6 months
Director Of Culture And Employee Experience
Jun 2013 - Present · 11 years and 6 months
Corporate And Social Responsibility Team Advisor
Jan 2008 - Mar 2014 · 6 years and 2 months
Company Details
11-50 Employees
WE ARE FINANCIAL PLANNERS, ADVISORS, AND CONFIDANTES. Since 1983, individuals and families in Southwest Washington and Oregon – and beyond – have counted on Johnson Bixby as their trusted financial planners. START WITH MAKING INFORMED DECISIONS. At Johnson Bixby, we help our clients make informed decisions to navigate life’s many turns and reach their goals using a comprehensive approach to financial planning and portfolio management. SEE WHAT'S POSSIBLE. We are experts who use our technical knowledge and care to help people see what’s possible in life. That’s what makes us different: expertise + empathy. We hear what’s not being said. We surface the questions you’re not asking but should be. All in service to helping you live your best life. TAKE THE LONG VIEW. It’s our steady, patient approach to financial planning and investment strategy that works well for the individuals and families who partner with us. Our financial planners work with people through all stages of life – from college funding to retirement and all the changes and decisions in between. Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and PCS are separate and unaffiliated.
Year Founded
1983
Social Media
Linkedin
Industry
Financial Services
HQ Location
275 West Third Street Suite 600 Vancouver, WA 98660, US
Keywords
Financial PlanningInvestment ManagementWealth ManagementRetirement PlanningLife InsuranceDisability InsuranceLong Term Care InsuranceCharitable Giving StrategiesEstate PlanningPension Planning
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