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    Mr. James C. Tarvin, CFP®

    Contact

    Physician Family Financial Advisors Inc
    http://www.physicianfamily.com

    1053 High St
    Eugene, OR 97401-3205
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    9450 SW Gemini Dr # 52736
    Beaverton, OR 97008-0105
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    Physician moms and doctor dads should spend their time treating patients and raising children. Physician Family Financial Advisors helps them save time and taxes while they get on track to become financially secure. As a fee-only firm, we zero out conflicts of interest by charging a level monthly subscription fee that includes financial planning and investment advice to help doctors pay off student loans, buy a home, save for college and have all the money they need in retirement, even if "something bad" happens along the way. Our job is to help you become financially secure. We are prepared to serve physician families in all 50 states. Visit https://physicianfamily.com for more details.

    Year CFP® Certification Received: 2005

    Compensation Method: Fee Only
    Minimum Investable Assets: $0
    Languages: English
    Specialties: Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning

    Typical Client Profile

    Average Net Worth: Not Applicable
    Average Income: $100,001 - $250,000
    Average Age: 45-54, 35-44, 25-34
    Profession: Medical/Dental Professionals

    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Regulatory Information: Learn More - FINRA's BrokerCheck & SEC's Investment Adviser Public Disclosure

    You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

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