Broker Check

Meet the Team


Zac Beckhusen, CFP®️, AWMA®

Financial Advisor

971-317-7009
Zac.Beckhusen@lpl.com


I partnered with LPL Financial to provide comprehensive wealth management and financial planning in an effort to ensure my clients have the stewardship and objectivity they deserve.

My practice focuses on working with retirees, and typically working with those who are approaching retirement and going through the retirement transition, and need to deal with issues like the timing of claiming Social Security benefits, figuring out whether they’ve got enough saved for their retirement to make the leap, how to do the actual retirement transition smoothly, and then coordinating the liquidation of the retirement accounts and brokerage accounts to replace their paycheck and sustain a comfortable retirement as long as needed.

If you happen to be considering or going through a transition such as retirement, job change, divorce, business succession, sudden wealth planning (i.e. inheritance or large asset sales) or even college planning for kids, we’d love to talk to you.

Interests

  • Helping my clients
  • Spending time with my wife, my two sons and two cats. 
  • RVing, soccer, wakeboarding, snowboarding & playing bad golf. 
  • Attempting to perfect BBQ on the Traeger 
  • Watching WSU Football (or any team playing against the UW Huskies). 

Areas of Focus

  • Retirement Income Planning
  • Sudden Wealth Event(s) Planning 
  • Estate Planning Strategies
  • Investment Management 
  • Retirement Health Care Planning 
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Small Business Retirement Plans & Succession 
  • College Funding Strategies 

    QualificationsImage result for CFP logo

    • CERTIFIED FINANCIAL PLANNER® Professional 
    • AWMA® - Accredited Wealth Management Advisor
    • Series 7, Series 63 and Series 66 licenses held through LPL Financial
    • Life and Health Insurance Licensed
    • Certified Instructor for Financial Educators Network 
    • Adjunct Professor at Portland Community College for Rejuvenate Your Retirement® 

    Education

    • Washington State University, BA Marketing (2002-2006)
    • College of Financial Planning, AWMA® (2016)
    • The American College, CFP® (2017-2018)

    Professional Associations

    • MDRT**
    • NAIFA
    • FSI
    • WSUAA Lifetime Member



    Jamison McAndie

    Advisor Assistant 

    Jamison grew up in the Portland area where he attended college and ran Cross Country at Portland State University. He lives in SW Portland with his wife, Lauren, their son, Miles and their dog, Rocky. He is an outdoor enthusiast and enjoys spending time traveling, hiking and camping with his family and friends. Jamison has a professional background in marketing, where he has focused on online brand reputation and client experience. He is still a big runner and hopes to qualify for the Boston Marathon in the near future.

     


    ** MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Zac Beckhusen qualified for the MDRT in 2017 and 2018. For more information regarding membership requirements, please visit www.mdrt.org.

    LPL Financial is not affiliated with any other entities referenced. 

    Jamison acts as a non-registered associated person of LPL Financial.  He is authorized to assist Advisors with LPL Financial with approved activities.  He is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, he is not authorized to enter into any contractual obligations on behalf of LPL Financial. or otherwise bind the firm.

    Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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