Jorge Padilla

Tru Independence is a leading financial services company based in Portland, Oregon. With a team of experienced professionals, they offer comprehensive support and guidance to financial advisors looking to become independent. Tru Independence understands the unique needs and challenges of going independent and provides personalized solutions to help advisors achieve their vision. With a focus on confidentiality and a commitment to excellence, Tru Independence offers a range of services, including business valuation, strategic partnerships, and access to investment opportunities. Their dedication to helping advisors succeed has earned them a reputation as a trusted partner in the industry. Whether advisors are considering succession planning or seeking to enhance their client offerings, Tru Independence provides the expertise and resources needed to optimize independence.Generated from the website

Exceptional Portfolio is a Lake Oswego-based investment firm that offers socially responsible investing options to help clients align their investments with their values. With a team of experienced advisors and a focus on long-term growth, they provide customized portfolios that can weather market cycles and minimize tax liability through tax loss harvesting. They offer a range of services, including portfolio management, 401k-403b rollover expertise, and a choice between passive and active portfolios. Their commitment to social responsibility extends to investing in companies dedicated to protecting the environment and promoting diversity and inclusion. With a user-friendly online client portal, Exceptional Portfolio aims to simplify the investment process and empower clients to build a bright future for themselves and their communities.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.