Naomi Federiuk

Naomi Federiuk
Financial Advisor

Contact Naomi by calling (503) 222-9737 or email
naomi@investwithstrategic.com

http://www.linkedin.com/in/naomifederiuk

 

Background:

Investment Advisor Representative (IAR)

BS from Oral Roberts University

Naomi is one of Strategic Group's Financial Advisors. She specializes in:

• Financial planning
• Investment Advice
• Retirement planning
• Technical Analysis
• Life Insurance

Biography:
Ms. Federiuk grew up in Southern Arizona near historical Tombstone. She is married to Isaac Federiuk, a Biomedical Project Engineer with Bayer Healthcare and a mother of one daughter, Ivy Federiuk. Previous to employment at Strategic Group, Ms. Federiuk worked in several different industries including education, non-profit and legal. To read Naomi Federiuk's full Biography click here.

Why I am a Financial Advisor:

Firstly, I believe that the term "Financial Advisor" is generic and although my title is "Financial Advisor," I focus primarily on Transition Advising.

It has always been my experience that people come to me when a life event has required them to seek out advice in order to make sense of the changes that are taking place. Events such as divorce, a sudden death, transitioning of a business, marriage, or the realization that planning for the future is better than always worrying about tomorrow.

I chose this career because I find great satisfaction in solving logic problems. Combine this with being able to actually help a person change the course of their financial future in a positive and tangible way and I can't think of a better job. It is a challenge dealing with all of the economic uncertainty and market volatility, but every time I am able to help a client I am reminded how rewarding it is to provide something as valuable as good, straight financial advice. 

In my experience sometimes advising does not include investing in the stock market (other times asset management is needed). Even though a proper investment strategy is important, I believe that asset management can only solve a fraction of any person's financial and life challenges.

I listen to a person describe their concerns or goals and help them discover the different types of solutions available to them through a team approach.  The three principles I base my practice around are: integrity, authentic concern for my clients, and knowledgeable solutions. 

Hourly fee for financial planning or advice: $250 (meeting(s) prior to signing an agreement are free with no-obligation)

Personal:
Naomi moved to Portland, Oregon with her husband in 2002 and now considers the Northwest her home. She enjoys shopping, watching movies, fishing, reading, volunteering and drinking scotch.  Naomi is on the board of Hearts of Fire Adoption Services, attends Solid Rock Church, has been a volunteer of SMART, Tigard CERT, CAI Oregon, LOVE INC. of Greater Beaverton, Beaverton Compassion Clinic and is an active member of the University Club.