
Financial Investment Team
Financial Investment Team (FIT), established in 2000 and based in Portland, Oregon, is a financial services firm specializing in direct asset management and comprehensive financial planning. FIT offers a holistic approach to financial well-being by integrating services such as tax preparation, Medicare and healthcare assistance, retirement planning, estate planning, and education planning. The firm’s team includes professionals with diverse expertise, such as Diana Harrison, CPA, CFP®, CWS®; Rachel Gustafson, CFP®, CCPS®; and Christine Lam, CFP®, ChSNC®. FIT is committed to acting in clients’ best interests, providing transparent, commission-free advice. Operating from their office at 15350 SW Sequoia Pkwy, Suite 150, Portland, OR 97224, FIT serves clients locally and across the nation through virtual planning relationships.