Wendi Ouellette
Financial Advisor
CFP®
Wendi Ouellette is a CERTIFIED FINANCIAL PLANNER® professional based in Allworth’s Portland, Oregon, office. She began her career in 1998 at Delta Financial Group, where she started in data analysis and reporting before quickly developing a strong interest in the securities market—particularly individual stocks.
A graduate of the University of Oregon, Wendi combines a deep understanding of the stock market with hands-on experience in asset management. This foundation enables her to guide clients toward clearer, more informed choices to support their financial security.
My process begins with active listening. I take time to truly understand each client’s personal story—their goals, concerns, values, and vision for the future. Whether it’s an individual preparing for retirement, a family navigating college planning, or a business owner managing growth, I tailor my approach to reflect their unique needs and circumstances.
With that foundation in place, we move through a structured, step-by-step process rooted in the CFP® standard: discovery, analysis, planning, implementation, and ongoing review. I work to uncover the full scope of their financial landscape—including investments, cash flow, risk exposure, tax considerations, estate needs, and retirement strategies. From there, we create a comprehensive, actionable plan that supports both their immediate priorities and long-term goals.
Throughout our partnership, my clients can expect a relationship grounded in trust, personal attention, and clear guidance. As a CFP® professional, I take pride in offering advice that is not only knowledgeable, but also deeply attuned to what matters most to each client. With consistent communication and a focus on long-term success, I walk alongside my clients as their needs and goals evolve.
What I enjoy most about being an advisor is building lasting relationships and making a meaningful difference in my clients’ lives. It’s incredibly fulfilling to help someone gain clarity and confidence in their financial path—whether they’re preparing for retirement, growing a business, or creating a legacy for their family.
Everyone has a unique story, and I feel truly honored to be part of each one. Knowing that my guidance can offer peace of mind and help clients move forward with purpose is what makes this work so rewarding.
My goal is to be a steady, reliable resource for my clients—someone they can count on not just today, but for years to come.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
Read more
From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
Read more
When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
Read more
