Experienced Financial Planner and Operations Manager with a demonstrated history of working in the financial services industry. Strong professional skilled in Microsoft Word, Team Building, Investment Advisory, Estate Planning, and Asset Management.

Alix DeMartino
Owner and Director of Financial Planning
Defined Wealth Management
United States, Oregon, Portland
About Me
Profile Information
Owner and Director of Financial Planning
Defined Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Portland
Oregon
United States
Oct 29, 2025
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