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Oregonians Financial Planning

Available through LPL Financial1

Having an experienced advisor on your side can make all the difference when facing the road ahead. Oregonians Financial Planning, available through LPL1, is here to help you navigate the way.

Taylor McClish- Oregonians Financial PlanningGet to know Taylor

LPL1 Financial Advisor Taylor McClish helps Oregonians Credit Union members create investment and retirement plans that stand the test of time. Whether you need to make a 401(k) transition assistance2 or you're looking for for financial advice, he's here to help.

Taylor's a native Oregonian and honors graduate from Eastern Washington University. He enjoys everything the great Pacific Northwest has to offer including beaches, mountains, hiking, food, and of course: the Blazers. 

Taylor is licensed in Oregon and Washington.
FINRA registrations held with LPL Financial:

  • Series 6: Investment Company Representative
  • Series 7: General Securities Representative
  • Series 63: Uniform Securities Agent
  • Series 66: Uniform Combine

Alex Varanita- Oregonians Financial PlanningGet to know Alex

Associate Financial Advisor Alex Varanita helps Oregonians Credit Union members make sound financial decisions consistent with their comfort level, investment timeline and goals. The result will be a strategy that helps build, preserve, use and transfer assets in a more tax advantageous way. Regardless of where you are in life, we have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you.

Alex is a husband and a father to his young son. His passions include beekeeping, fishing, hiking, and camping. Proud and grateful to be called an Oregonian.

Alex is licensed in Oregon and Washington.

FINRA registrations held with LPL Financial:

  • Series 7: General Securities Representative
  • Series 66: Uniform Combine
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  • Check the background of investment professionals associated with this site on FINRA's BrokerCheck
  • Oregonians Financial Planning main office is located at 336 NE 20th Avenue, Portland, OR 97232

Services offered

Program products and services available include, but are not limited to:
  • Retirement Planning
  • Brokerage Services
  • 401(k)/Pension transition assistance2
  • Wealth Management
  • Mutual Funds
  • Long Term Care Insurance
 
1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Oregonians Credit Union and Oregonians Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Oregonians Financial Planning, and may also be employees of Oregonians Credit Union  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oregonians Credit Union or Oregonians Financial Planning.
  Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

2Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

 

LPL Financial Form CRS

 

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.