Insights

Expansion and Growth Weaver is actively expanding its geographic footprint with new offices in Denver, Colorado, indicating a strategic effort to capture regional market share and serve a broader client base across the Rocky Mountain region.

Leadership Development Recent high-level hires such as partners in tax practice and a managing director specializing in fixed asset advisory suggest investment in expanding specialized expertise, presenting opportunities for targeted financial and advisory service offerings.

Technology Integration The use of advanced tools like Power BI and New Relic demonstrates a focus on leveraging technology for accurate analysis and client insights, opening doors for solutions providers in analytics, data management, and digital transformation.

Industry Recognition Receiving the 2023 Excellence in Equality Awards enhances Weaver’s reputation and credibility in the marketplace, which can facilitate introductions and trust-building with potential clients seeking reputable advisory firms.

Columbia Financial Advisors, Inc. Tech Stack

Columbia Financial Advisors, Inc. uses 8 technology products and services including Sage 50, Canva, Power BI, and more. Explore Columbia Financial Advisors, Inc.'s tech stack below.

  • Sage 50
    Accounting
  • Canva
    Audio, Video, Graphics
  • Power BI
    Business Intelligence
  • Webpack
    Development
  • Microsoft Excel
    Editors
  • Microsoft Outlook
    Email
  • SAP Maintenance, Repair, and Overhaul
    Operations
  • New Relic
    Real User Monitoring

Media & News

Columbia Financial Advisors, Inc.'s Email Address Formats

Columbia Financial Advisors, Inc. uses at least 2 format(s):
Columbia Financial Advisors, Inc. Email FormatsExamplePercentage
FLast@cfai.comJDoe@cfai.com
63%
FMLast@cfai.comJMDoe@cfai.com
25%
Last@cfai.comDoe@cfai.com
12%
First.Last@weaver.comJohn.Doe@weaver.com
94%
First.L@weaver.comJohn.D@weaver.com
4%
First@weaver.comJohn@weaver.com
1%
Last.First@weaver.comDoe.John@weaver.com
1%

Frequently Asked Questions

Where is Columbia Financial Advisors, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Columbia Financial Advisors, Inc.'s main headquarters is located at 520 Southwest 6th Avenue Suite 820 Portland, Oregon 97204 United States. The company has employees across 1 continents, including North America.

What is Columbia Financial Advisors, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Columbia Financial Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Columbia Financial Advisors, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Columbia Financial Advisors, Inc.'s official website is weaver.com and has social profiles on LinkedIn.

What is Columbia Financial Advisors, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Columbia Financial Advisors, Inc.'s SIC code is 4731 - Arrangement of Transportation of Freight and Cargo NAICS code is 52 - Finance and Insurance.

How many employees does Columbia Financial Advisors, Inc. have currently?

Minus sign iconPlus sign icon
As of March 2026, Columbia Financial Advisors, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Founding Shareholder: D. J. W.GateKeeper, Admin Asst.: P. E. R.. Explore Columbia Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Columbia Financial Advisors, Inc. belong to?

Minus sign iconPlus sign icon
Columbia Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Columbia Financial Advisors, Inc. use?

Minus sign iconPlus sign icon
Columbia Financial Advisors, Inc.'s tech stack includes Sage 50CanvaPower BIWebpackMicrosoft ExcelMicrosoft OutlookSAP Maintenance, Repair, and OverhaulNew Relic.

What is Columbia Financial Advisors, Inc.'s email format?

Minus sign iconPlus sign icon
Columbia Financial Advisors, Inc.'s email format typically follows the pattern of FLast@cfai.com. Find more Columbia Financial Advisors, Inc. email formats with LeadIQ.

When was Columbia Financial Advisors, Inc. founded?

Minus sign iconPlus sign icon
Columbia Financial Advisors, Inc. was founded in 1992.

Columbia Financial Advisors, Inc.

Financial ServicesOregon, United States2-10 Employees

CFAI is now Weaver! Learn more.

Columbia Financial Advisors provides business valuation, financial advisory services, and litigation support to clients throughout the country. We serve small, closely held companies as well as some of the largest privately held companies in the country and publicly traded firms.

Over the years, we have earned a reputation for rigorously determined analysis and conclusions. Because the work we do forms the basis for critical business decisions that impact peoples lives and livelihoods, it must be reliable beyond question.

Appraisals with value.

Section iconCompany Overview

Headquarters
520 Southwest 6th Avenue Suite 820 Portland, Oregon 97204 United States
Phone number
Website
weaver.com
SIC Code
4731 - Arrangement of Transportation of Freight and Cargo
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Columbia Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Columbia Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.