Financial Planning & Investment Services

Plan Now for Financial Confidence Later

Creating financial plans can be daunting and keeping up with the plans can be challenging. As your credit union, we’re here to help so you can focus on what you enjoy doing the most.

Forrit Credit Union has partnered with Chad Fensler, Raymond James financial advisor from Kruse Woods Financial Partners to offer financial planning, investment solutions, and more to Forrit members.

Chad Fensler, CFP®, CHFC®
Financial Advisor, RJFS

Kruse Woods Financial Partners
6855 SW Baylor St.
Tigard, OR 97223

Phone: 503.828.3350 x232 | 855.638.2717
Email: [email protected]

Schedule an Appointment

Services offered

Financial Planning

Investment Solutions

Retirement Planning

College Planning

Income Planning

Meet Chad Fensler

Chad came into the financial services industry with a singular simple goal, provide as much help as possible to each person he had the opportunity to work with. After a decade and a half in the industry that goal hasn’t changed, but the philosophies and approach to providing that help has.

In the landscape of financial planning it can become difficult to see the forest through the trees. Often the daily distractions (trees) don’t allow for the pure enjoyment of life, the beauty of the forest. Chad finds great satisfaction having clients put their trust in him to assist them in visualizing their financial ambitions and then using his expertise to create a path through the trees that will allow the client to see those ambitions become reality.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Kruse Woods Financial Partners and Forrit Credit Union are not a registered broker/dealer and are independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 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 authorizes use of by individuals who successfully complete CRP Board’s initial and ongoing certification requirements.

Investments Are: not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James Privacy Notice

Check the background of your financial professional on FINRA’s BrokerCheck