Libby Van Vleet, FPQP™

Office Administrator and Paraplanner

Contact me for anything Charles Schwab related – such as opening new accounts, changing contact information, making distributions and handling incoming contributions. Need an appointment? I also coordinate our team’s calendars.

Portland is my home and where I grew up, and I am excited to be back raising my family here. I have had some great adventures in the West – after graduating from Colorado College, I lived in Nevada City and Hollywood, California.

My B.A. is in English and I have a background as a non-profit program director, business etiquette coach, and high school English teacher.  In my work in education and now financial planning support, I delight in being a resource for people. Teamwork, professionalism and lifelong learning help me serve clients as they launch on a path to reach their goals with a sound financial plan.  I enjoy building relationships with clients and helping individuals get where they want to be.

My husband Kent, children Peter and Punch, pets Daisy and Rango and I play together exploring the Northwest. In my spare time, I enjoy hiking, yoga, tennis, snow skiing and boating. I have fun at home cooking, gardening, and reading broadly.