About Us
Aiming for the peak, every time, just like the Pacific Crest Trail.
Brenda Stein
Certified Financial Planner ® Professional
Following a distinguished career in engineering, I transitioned into financial planning. My time as a civil engineer was invaluable in not only my identification of the dynamics at play but also the understanding of the politics of the relationship between developers & regional authorities. Thus, I found my inspiration. My advisory practice is aided by the talented professionals that make up the Pacific Crest Wealth team & the resources that result from our partnership with GoWealth. Our clients receive the highest levels of tailored client service. For those clients who want to be able to build a custom financial structure, we are able to provide the highest levels of vibrant, responsive, personalized service.
Aiming for the peak, every time, just like the Pacific Crest Trail.
Useful links
Contact info
Follow us
O’Connell Investment & Insurance Services, LLC is a registered investment advisor located in Oregon. O’Connell Investment & Insurance Services, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which O’Connell Investment & Insurance Services, LLC maintains clients. O’Connell Investment & Insurance Services, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. O’Connell Investment & Insurance Services, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of O’Connell Investment & Insurance Services, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as O’Connell Investment & Insurance Services, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by O’Connell Investment & Insurance Services, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of O’Connell Investment & Insurance Services, LLC, please contact the SEC or the state securities regulators for those states in which O’Connell Investment & Insurance Services, LLC maintains a filing. A copy of O’Connell Investment & Insurance Services, LLC’s current written disclosure statement discussing O’Connell Investment & Insurance Services, LLC’s business operations, service, and fees is available from O’Connell Investment & Insurance Services, LLC upon written request. O’Connell Investment & Insurance Services, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pacific Crest Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.