Colleen Wallace, CFP^®, CPA, CKA

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Colleen Wallace, CFP^®, a Certified Public Accountant (CPA) and Certified Kingdom Advisor (CKA), has worked in the financial services industry for over 15 years.

An alumnus of the University of Oregon with her Bachelor of Science in Accounting, Colleen initially specialized in tax planning and preparation, before broadening her expertise by obtaining securities and insurance licenses to provide comprehensive financial planning. She’s well-versed to provide outstanding service in anything from multi-generational family planning to implementing Values Based Investment plans. When she’s not in the office helping clients map out their road to financial success, Colleen enjoys spending time in the beautiful Pacific Northwest with family, as well as volunteering at her daughters’ schools and in her church.

Securities offered through Cetera Wealth Services, LLC, a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Jones & Roth and Cetera are not affiliated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.