Jul 19 2023 36 mins
When meeting with a financial advisor, you are focused on building a financial and retirement plan based on numbers. Who is the person you are working with beyond the numbers?
In this episode, financial advisor Royal Standley of Oregon Pacific Financial Advisors discusses his background, passion, and career in financial services. He specializes in retirement and business planning, emphasizing active engagement and hosting educational events on topics like cybersecurity along with his involvement in the community.
Royal discusses:
- Who he focuses on helping develop their retirement plans
- How he educates clients and potential clients outside of the financial information
- What he likes about his home in Oregon and what he does outside of work hours
- How his clients approach generational issues
- And more
Connect with Royal Standley:
- Oregon Pacific Financial Advisors
- About Royal Standley
- Schedule Online with Royal Standley
- (541) 772-1116
- Email Royal Standley
Resources:
- Episode 1 – Introduction To Royal Standley
- Episode 75 – How to Find the Right Advisor for your Planning Needs
Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.