Michael Tomscha

Meet Michael

As a Financial Advisor my goal is to help you build wealth with a purpose. I strive to assist in helping you realize goals that support yourself, your loved ones and your dreams. My purpose is to craft holistic financial plans that create a foundation for your lifetime. I focus on pre-retirement and retirement planning for those who want to excel financially. My CRPC designation allows for me to provide my clients with financial planning related to Wealth Management, Social Security, Estate Planning, Tax Strategies, and Medicare. 

I am a native Oregonian that loves the Pacific Northwest and all the rain that comes with it. When I’m not working in finance, I love to spend time working on cars, home renovations, and with my loved ones. My family is extremely important to me and is what drives me to work relentlessly for my clients. 

I look forward to developing a lasting and successful relationship together! 

Michael Tomscha, CRPC®
Financial Advisor
Email: MTomscha@MyOCCU.org
Direct: 503.276.3406
Office: 541.681.6947

*Securities offered through Securities America, Inc., member FINRA/SIPC.  Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG Advisors, OCCU Investment Services, Oregon Community Credit Union and Securities America, Inc. are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 
 
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Member FINRA/SIPC . FINRA registered branch office location: 2890 Willamette Street, Eugene, OR 97405