WIFS Membership Has So Much To Offer...

Connections That Count – connect to the people and resources you need to be successful. Have access to support, mentorship, and experience bundled in one group of driven professionals dedicated to seeing fellow members grow!

• 1000 members nationwide in 31 different chapters 
• The Portland Metro Chapter was founded in January 2008 and we are currently the largest chapter in the nation!
• We are comprised of the following disciplines:

What's In It For You?

• Be part of a professional group dedicated to the financial sector
• Be part of a pay-it-forward culture
• Build strategic relationships to help you grow your career and your business
• Connect with other professionals at our multiple Lunch & Learn meetings, Mixers, Dinners, Coffee meetings and our National Conference
• Discounted rates for all events
• The ability to invite guests to most events
• Access to monthly webinars and discussion forums to grow your expertise and knowledge
• Learn timely information that can be applied to yor life and business
• exclusive discounts on products and services that can enhance business and increase the bottom line
• Invitations to select events hosted by our partner organizations (NAIFA, OWLS, OSCPA, FPA, etc.)
• Ability to connect your clients to the services they need and look like a rock star!

How Much Is Membership?

• $225 annually ($175 National, $50 Local)

If you’d like more information about membership please contact our Membership Co-Chairs, Stefanie Cao and Annette Kendall (Email Membership) Come join us!

For Full Membership Information and Applications, click here. 

Your Chapter Membership Committee:

Stefanie Cao, Co-Chair
Annette Kendall, Co-Chair

Historic Look at Women's Evolution: HERE

Testimonials From Our Portland Metro Chapter Members

“Of all the associations I belong to, both professional and personal, my membership with WIFS has been among the most enjoyable and rewarding. It’s amazing to experience connection and support from a group that has very diverse backgrounds and specialties, yet share in the common goal of development through education and support for one another’s businesses. WIFS membership complements all my other associations perfectly.”
Mai-Han Shultz, FLMI


"Membership in WIFS provides me opportunities to take networking to that next level of developing truly meaningful business relationships while at the same time developing friendships and a fantastic support system."
Audrey Schumacher, Providence


“WIFS Portland Metro is an organization that serves exclusively professionals who operate within the financial sector in the greater Portland area.  What makes WIFS unique as a professional organization is the sheer energy of the group.  In such a short time, WIFS has managed to foster a culture of sharing, support and genuine camaraderie among our community.  We have already attracted some of the brightest and best professionals in each area of the group’s focus industries: tax and estate planning attorneys, CPAs, financial advisors, insurance professionals, mortgage and realty professionals to name but a few.  These are folks who not only are trying to grow and be successful in their specialist areas, but also want to reach out and help others to be successful.  

I am proud to be a part of such an organization. Look what a wonderful resource we have right here in Portland, and just in time: in a tough economic climate for all financial professionals, the network is even more valuable. At each event I have attended, I have learned something of value, and have always come away feeling empowered by the energy and goodwill of the members. Events are carefully designed so as to vary in format and content, and to touch on topics that are vital to the growth of everyone in the group.”
Lucy Walsh, Financial Planner