Ralph Luchterhand , CFP®, APMA®, MBA

Ralph earned his BS and MBA degrees at Portland State University.  He holds the Certified Financial Planner^TM (CFP^®) and Accredited Portfolio Management Advisor^SM (APMA^®) professional designations.

A turning point in Ralph’s life occurred in 1987 when he decided to bid farewell to a successful career in engineering and began his career as a financial advisor.  His interest in helping individuals, families and small business owners with the financial aspects of their lives began to take shape as he was working on his master’s degree and also involved as a personal financial coach at his church.

Ralph brings his combined years of financial, professional and life experience to Turning Point Wealth Partners in helping our clients plan for and prepare for what matters most in their lives through a comprehensive financial planning process.  He has developed particular experience in the areas of retirement and retirement income planning, tax management strategies, multi-generational planning and charitable giving strategies.

A native Oregonian, Ralph and his wife, Victoria live on and manage the farm that has been in his family since 1956. They are enthusiastic about their vineyard project which celebrated its first harvest in 2017 and which has grown to nearly 21 acres of Pinot Noir and Chardonnay grapes. Beginning with the 2019 vintage, several vineyard designated wines have now been produced with fruit from their farm.

Ralph and Victoria enjoy entertaining in their home, travel, spending time with family and friends, and involvement with their church community.

Alisa Van Frank

Alisa Van Frank is a Client Care Specialist and Virtual Assistant at Financial Advocates. She brings 11 years of LPL Financial as well as corporate office experience from the Portland area. Alisa loves to help others and has always been a part of the service experience. She has done everything from greeting clients to planning events and scheduling quarterly meetings with clients. She has an Associates degree and is always very excited to learn new things to broaden her knowledge.

Alisa lives in Banks, Oregon and enjoys spending time with her husband, 3 children, 3 grandchildren and 3 dogs. She loves to volunteer for race events like Tough Mudder that raise funds for great causes like “The Wounded Warrior Project” and loves to run the races as well. She also loves enjoying the outdoors in the summer and paddleboarding with friends and family at the lake.

Strategic Alliances

Financial Advocates

Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. They provide client care, compliance, marketing, and business succession support to their partnered advisors. Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.

For more information about Financial Advocates, visit www.financialadvocates.com.

LPL FINANCIAL

LPL Financial is the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.

You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide services. These entities and their services are not affiliated with LPL Financial or Turning Point Wealth Partners.