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Meet Mike

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Mike Bloomquist, CPA

Financial Advisor

Mike is a financial advisor, fiduciary, and licensed insurance agent who specializes in working with business owners and high-income families. As a CPA, he brings a tax-aware perspective to financial strategy development, helping clients make smarter decisions across their entire financial picture rather than in isolated silos. His work centers on holistic wealth management, aligning investments, tax efficiency, risk management, and long-term goals into a coordinated strategy designed to adapt as life and business circumstances change. Mike is a powerful supporting character providing objective advice and quantitative analysis for his clients that few in the industry can match. 

Education, Background, and Personal Life

Mike graduated from the University of Montana with degrees in Accounting and Pre-Law. He began his career at Blue Cross & Blue Shield in auditing and financial analytics, operating within a large, highly regulated institutional environment that demanded precision, discipline, and accountability. While working and traveling full-time, he completed the requirements to become a Certified Public Accountant. After four years in audit, Mike was recruited by UBS as a Financial Planner, where he worked on hundreds of financial planning and investment management cases within a global wealth management platform. It was there that his quantitative foundation and institutional training combined with hands-on client experience, sharpening his ability to evaluate holistic strategy options and identify options that create tangible, long-term value for clients. 

Mike and his wife Laura live in the Portland area with their son Daniel and their daughter, Audrey. The Bloomquist family loves walking and biking the trails by their home. They also enjoy watching college football together.


Licenses
  • CPA

  • FINRA Series 7

  • FINRA Series 66


Unique Abilities
  • Cross-Disciplinary Synthesis

  • Probabilistic Thinking

  • Tailored Strategy Design


Community Involvement
  • Chamber of Commerce

  • Hillsboro School District

  • Local Church


Align Your Wealth With The Life You Want. 

Start your holistic plan today.  
Let's Talk

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Let's Talk

10260 SW Greenburg Road, Suite 1150 
Portland, Oregon 97223 

Office: 503-913-7664 

Text: 971-290-1550 

kpreble@ft.newyorklife.com

Disclosure

Kristoffer Preble is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0H56392), CO, FL, HI, ID, IL, IN, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kristoffer Preble is licensed and authorized to offer insurance in California, but Cornerstone Wealth Strategies, LLC may not be. For additional information on California licensure status, please click here.

Kristoffer Preble is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10260 Sw Greenburg Rd Ste 1150, Portland, OR, 97223, 503-913-7664. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Kristoffer Preble is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Cornerstone Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Cornerstone Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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