Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Portland, OR
Every SEC-registered financial advisor at a firm office in Portland who lists the Certified Financial Planner designation, A to Z.
215 CFP professionals work in Portland; the most are at LPL Financial LLC (16). 84 are also registered broker representatives.
CFP advisors in Portland, A to Z
Every advisor in Portland →- Kendall B. AchesonColdstream Wealth Management · Certified Financial Planner
- Laura K. AeschlimanJ.P. Morgan Securities LLC · Certified Financial Planner
- Jeffrey V. AlbrightEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jessica R. AllisonVista Capital Partners, Inc. · Certified Financial Planner
- Charissa E. AndersonFerguson Wellman Capital Management, Inc. · Certified Financial Planner
- Michael W. AndersonCetera Investment Advisers LLC · Certified Financial Planner
- Braden J. BalocanLPL Financial LLC · Certified Financial Planner
- Ronald E. BarnetteLPL Financial LLC · Certified Financial Planner
- Spencer C. BatemanEquity Services, Inc. · Certified Financial Planner
- Ethan M. BaysUBS Financial Services Inc. · Certified Financial Planner
- Melody M. BehnkeColdstream Wealth Management · Certified Financial Planner
- Shannon J. BeneEmpirical Wealth Management · Certified Financial Planner
- Robert C. BeswickPreisz Financial · Certified Financial Planner, Chartered Financial Consultant
- Carol Q. BethunePreisz Financial · Certified Financial Planner
- Viviana BigolinTpg Financial Advisors, LLC · Certified Financial Planner
- Christopher P. BixbyFerguson Wellman Capital Management, Inc. · Certified Financial Planner
- Reilly L. BloodFerguson Wellman Capital Management, Inc. · Certified Financial Planner
- Todd M. BrundagePacific Capital Works, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Aaron M. BuechelDeschutes Investment Consulting, LLC · Certified Financial Planner
- Sean M. BurgessBurgess Financial Planning · Certified Financial Planner
- Robert J. CaldwellDeschutes Investment Consulting, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shalene E. CaldwellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Talia R. CalhounSunnybranch Wealth LLC · Certified Financial Planner
- Carolyn D. CameronD.A. Davidson & Co. · Certified Financial Planner
- Alexander M. CanellopoulosVista Capital Partners, Inc. · Certified Financial Planner, Chartered Financial Analyst
- William E. CarmichaelJgp Wealth Management, LLC · Certified Financial Planner
- Kenneth C. CarraroFinancial Planning Northwest · Certified Financial Planner
- Joshua Q. CepedaFocus Partners Wealth, LLC · Certified Financial Planner
- Alex E. ChanFocus Partners Wealth, LLC · Certified Financial Planner
- Casia L. ChappellFerguson Wellman Capital Management, Inc. · Certified Financial Planner
- Reuben K. ChenM Holdings Securities, Inc. · Certified Financial Planner
- Larry T. ChristiansenOsaic Wealth, Inc. · Certified Financial Planner
- Scott W. ChristiansonFerguson Wellman Capital Management, Inc. · Certified Financial Planner
- Casey E. ClevelandHorst & Graben Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan J. CoffeeJgp Wealth Management, LLC · Certified Financial Planner
- Rowan A. ColbyJgp Wealth Management, LLC · Certified Financial Planner
- Nancy L. CongdonBlue Water Wealth · Certified Financial Planner
- Christian L. CoughlanEdward Jones · Certified Financial Planner
- Katelyn A. CummingsVision Capital Management Inc. · Certified Financial Planner
- Justin J. CurtissContinuity Wealth Management, Corp. · Certified Financial Planner
- Helga S. CuthbertCuthbert Financial Guidance · Certified Financial Planner
- John P. DakinValic Financial Advisors, Inc. · Certified Financial Planner
- Jessica D. DeckerJ.P. Morgan Securities LLC · Certified Financial Planner
- Vanessa N. DehaanVista Capital Partners, Inc. · Certified Financial Planner
- Charles C. DobsonDobson Asset Management LLC · Certified Financial Planner
- Micah E. DorrInman Financial Services, Inc. · Certified Financial Planner
- Casie R. DunningRain Or Shine Planning, LLC · Certified Financial Planner
- Erin L. DwyerAmeriprise Financial Services, LLC · Certified Financial Planner
- Tyler R. ElliottWatershed Wealth Planning LLC · Certified Financial Planner
- Scott M. EmblenThe Mather Group, LLC · Certified Financial Planner
- Douglas K. EverettAmeriprise Financial Services, LLC · Certified Financial Planner
- Laura J. Fallon-BurnsDeschutes Investment Consulting, LLC · Certified Financial Planner
- Edward S. FergusonUBS Financial Services Inc. · Certified Financial Planner
- Melanie L. FinkleAmeriprise Financial Services, LLC · Certified Financial Planner
- Dale D. FlickRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Daniel J. FlorenceJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Hannah ForneyJ.P. Morgan Securities LLC · Certified Financial Planner
- Rafik D. FouadFirst Pacific Financial, Inc. · Certified Financial Planner
- Katherine S. FoxSunnybranch Wealth LLC · Certified Financial Planner
- Joshua D. FrankelFerguson Wellman Capital Management, Inc. · Certified Financial Planner
- Parker M. GallagherSilver Oak Advisory Group · Certified Financial Planner
- Jonathan T. GannonVista Capital Partners, Inc. · Certified Financial Planner
- Ann E. GarciaThe Mather Group, LLC · Certified Financial Planner
- Christine L. GarciaSummit Wealth Group · Certified Financial Planner
- Jeffrey A. GatesColdstream Wealth Management · Certified Financial Planner
- Scott E. GerlachCerity Partners LLC · Certified Financial Planner
- Darrell GeymannEdward Jones · Certified Financial Planner
- Sarinah A. GigliottiJgp Wealth Management, LLC · Certified Financial Planner
- Jacob R. GoddardMariner · Certified Financial Planner
- Heidi M. GoertzenBecker Capital Management, Inc. · Certified Financial Planner
- Mack R. GolosBecker Capital Management, Inc. · Certified Financial Planner
- Joshua GolstonEdward Jones · Certified Financial Planner
- Dawson GonwickMaridea Wealth Management · Certified Financial Planner
- Larissa K. GranthamCreative Planning · Certified Financial Planner
- Diana L. HarrisonFinancial Investment Team ("fit") · Certified Financial Planner
- Karl W. HarropTpg Financial Advisors, LLC · Certified Financial Planner
- Amanda J. HarveyUplevel Wealth · Certified Financial Planner
- Justin A. HarveyApm Wealth · Certified Financial Planner, Chartered Financial Consultant
- Sandra L. Hay MagdalenoConsolidated Portfolio Review Corp. · Certified Financial Planner
- Anika R. HedstromUplevel Wealth · Certified Financial Planner
- Brian M. HefeleColdstream Wealth Management · Certified Financial Planner
- Catherine R. HenryUBS Financial Services Inc. · Certified Financial Planner
- Stephen P. HickmanCreative Planning · Certified Financial Planner
- Mark J. HigginsIndex Fund Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Suzanne K. HighetCore Planning · Certified Financial Planner, Chartered Financial Analyst
- Mark A. HildebrandtAmeriprise Financial Services, LLC · Certified Financial Planner
- Aaron D. HillmanSkyline Financial Northwest · Certified Financial Planner
- James B. HindesXena Financial Planning, LLC · Certified Financial Planner
- Scott A. HirschbergerEdward Jones · Certified Financial Planner
- Todd R. HobsonColdstream Wealth Management · Certified Financial Planner
- Joshua M. HollanderUBS Financial Services Inc. · Certified Financial Planner
- Pete J. Honiotes IICreative Planning · Certified Financial Planner
- Thomas L. HooverAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert P. HorwitzMercer Global Advisors Inc. · Certified Financial Planner
- Jessica M. HoweSilver Oak Advisory Group · Certified Financial Planner
- Brent C. HunsbergerSilver Oak Advisory Group · Certified Financial Planner
- Mitchell J. HurleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Georgia L. HusseyModernist Financial, LLC · Certified Financial Planner
- Daniel S. JacobsonGabriel Capital, LLC · Certified Financial Planner
- Joel G. JanssenLPL Financial LLC · Certified Financial Planner
- Cassondra L. JohnsonValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James M. JonesWillamette Financial Advisors, LLC · Certified Financial Planner
- Tyler O. KaluzaBecker Capital Management, Inc. · Certified Financial Planner
- Daniel E. KaufmanMaslow Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Gregory N. KimuraCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Rachel A. KuhnertBrighton Jones LLC · Certified Financial Planner
- Geoffrey D. LarochePreisz Financial · Certified Financial Planner
- Jake LarsonMultnomah Group, Inc. · Certified Financial Planner
- Erik F. LawrenceTenbridge Partners LLC · Certified Financial Planner
- Jacque G. LeforeWomack Wealth Management, Inc. · Certified Financial Planner
- Jonathan W. LevineUBS Financial Services Inc. · Certified Financial Planner
- Eric R. LochnerLPL Financial LLC · Certified Financial Planner
- Amanda C. LongMariner · Certified Financial Planner
- Harrison W. MaizelsCore Planning · Certified Financial Planner
- Maria L. MalloyVision Capital Management Inc. · Certified Financial Planner
- Hans J. MansethEquity Services, Inc. · Certified Financial Planner
- John P. MatherBrighton Jones LLC · Certified Financial Planner
- Karoll F. McMullenStrategic Advisers LLC · Certified Financial Planner
- Jonas B. MerrillPathlight Financial Planning LLC · Certified Financial Planner
- Michael F. MerrillLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Courtney L. MersereauMercer Global Advisors Inc. · Certified Financial Planner
- Elisabeth M. MesquitSoaring Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Christopher D. MeyerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Erik F. MillerInteractive Wealth Advisors · Certified Financial Planner
- Cole L. MillsLPL Financial LLC · Certified Financial Planner
- Christopher L. MoyerLPL Financial LLC · Certified Financial Planner
- Robert N. Munly IVWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brian T. MurphyVista Capital Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael S. MyersLPL Financial LLC · Certified Financial Planner
- Mercedes V. NapoliLPL Financial LLC · Certified Financial Planner
- Leonard L. NelsonOsaic Wealth, Inc. · Certified Financial Planner
- Susan A. NestorRose City Investment Consulting LLC · Certified Financial Planner
- Casey J. NortonAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel K. O'DohertyAlera Investment Advisors, LLC · Certified Financial Planner
- Michael OkinakaLPL Financial LLC · Certified Financial Planner
- Breanna R. PangaresBecker Capital Management, Inc. · Certified Financial Planner
- Cara J. PartchAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael W. PattersonOsaic Wealth, Inc. · Certified Financial Planner
- William PaustianJgp Wealth Management, LLC · Certified Financial Planner
- Thomas E. PeekemaSmb Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Debra J. PellatiTpg Financial Advisors, LLC · Certified Financial Planner
- Hailey PercivalEdward Jones · Certified Financial Planner
- Eric M. PetersonEdelman Financial Engines · Certified Financial Planner
- Rebecca E. PhillipsHorst & Graben Wealth Management, LLC · Certified Financial Planner
- Stefanie K. PickardOld Growth Financial LLC · Certified Financial Planner
- Benjamin G. PiffCharles Schwab & Co., Inc. · Certified Financial Planner
- Timothy L. PorterSmb Financial Services, Inc. · Certified Financial Planner
- Todd D. PorterfieldFairchild Capital LLC · Certified Financial Planner
- Jeffrey R. PrattLPL Financial LLC · Certified Financial Planner
- Michael A. PreiszPreisz Financial · Certified Financial Planner
- Ryan E. PriceAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David I. PullinCommonwealth Financial Network · Certified Financial Planner
- Sean L. PylesPyles Financial Planning, LLC · Certified Financial Planner
- Sarah W. QuistVision Capital Management Inc. · Certified Financial Planner
- Michael W. RadakovichConsolidated Portfolio Review Corp. · Certified Financial Planner, Chartered Financial Consultant
- Karl T. RainerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Courtney E. RanstromFreedom Day Solutions, LLC · Certified Financial Planner
- Alexander L. ReedConcurrent Investment Advisors, LLC · Certified Financial Planner
- Anthony A. ReelLiberty Capital Investment Corporation · Certified Financial Planner
- Stefanie A. ReelLiberty Capital Investment Corporation · Certified Financial Planner
- Mark D. ReynoldsEdward Jones · Certified Financial Planner
- Philip J. RichmanCiclo Wealth LLC · Certified Financial Planner
- Jason Z. RizkStrategic Advisers LLC · Certified Financial Planner
- Richard R. RogersCedar Mountain Advisors, LLC · Certified Financial Planner
- Kelly J. RomanoEmpirical Wealth Management · Certified Financial Planner
- Jorge L. RosasEmpirical Wealth Management · Certified Financial Planner
- Kimberly S. RosenbergColdstream Wealth Management · Certified Financial Planner
- Damian C. RothermelSound Income Strategies, LLC · Certified Financial Planner
- Shannon G. RozairoCerity Partners LLC · Certified Financial Planner
- Judy A. RubinoLPL Financial LLC · Certified Financial Planner
- Anthony C. RueColdstream Wealth Management · Certified Financial Planner
- Dustin M. RueEmpirical Wealth Management · Certified Financial Planner
- Nelson E. RutherfordMultnomah Group, Inc. · Certified Financial Planner, Personal Financial Specialist
- James K. SagerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Spencer G. SalvadorLPL Financial LLC · Certified Financial Planner
- Matthew S. SampsonColdstream Wealth Management · Certified Financial Planner
- Derek R. SandellEdward Jones · Certified Financial Planner
- Jackson L. SchwarzAmeriprise Financial Services, LLC · Certified Financial Planner
- Rachael L. SchweigerPinnacle Wealth Advisors · Certified Financial Planner
- Shaughn C. ScottScott Capital Advisors, LLC · Certified Financial Planner
- Matthew W. SheetsVision Capital Management Inc. · Certified Financial Planner
- Alex J. SheppardCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Garth D. ShinnAluman · Certified Financial Planner
- Timothy Slevin-VegdahlMultnomah Group, Inc. · Certified Financial Planner
- Craig R. SmithVon Borstel & Associates · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Karrie A. SpencerMercer Global Advisors Inc. · Certified Financial Planner
- Michael P. SquierMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Meredith A. StewartColdstream Wealth Management · Certified Financial Planner
- Tamara G. StillEdward Jones · Certified Financial Planner
- Jonathan C. SullivanContinuum Advisory, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kenneth TangUBS Financial Services Inc. · Certified Financial Planner
- Jessica D. TierneyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Mark B. UmekEmpirical Wealth Management · Certified Financial Planner
- Wesley G. UptonAmeriprise Financial Services, LLC · Certified Financial Planner
- Maria I. UribeU.S. Bancorp Advisors, LLC · Certified Financial Planner
- Brent D. UsherAmeriprise Financial Services, LLC · Certified Financial Planner
- Kayla M. Van HornAmeriprise Financial Services, LLC · Certified Financial Planner
- Rachelle L. VanderzandenLPL Financial LLC · Certified Financial Planner
- Andrea E. VedderIambic Financial L.L.C · Certified Financial Planner
- Rolf VeenstraAmeriprise Financial Services, LLC · Certified Financial Planner
- Mark W. VermillionFocus Partners Wealth, LLC · Certified Financial Planner
- Carol M. VreelandLPL Financial LLC · Certified Financial Planner
- Amy G. WallsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Andrew A. WatkinsEdward Jones · Certified Financial Planner
- Travis J. WesleySummit Wealth Group · Certified Financial Planner
- Richard W. WhittonRww Investment Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard S. WilhelmiWells Fargo Clearing Services, LLC · Certified Financial Planner
- Colin H. WilliamsEncompass Wealth Advisors, LLC · Certified Financial Planner
- Nicole M. WilsonVista Capital Partners, Inc. · Certified Financial Planner
- Christopher K. WinnInteractive Wealth Advisors · Certified Financial Planner
- Kaitlyn D. WinnJ.P. Morgan Securities LLC · Certified Financial Planner
- Matthew YarbroughEncompass Wealth Advisors, LLC · Certified Financial Planner
- Patrick C. YazhariVista Capital Partners, Inc. · Certified Financial Planner
- Robert W. YoungColdstream Wealth Management · Certified Financial Planner
- Emily L. ZinnMultnomah Group, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Portland
LPL Financial LLC 16Ameriprise Financial Services, LLC 14Coldstream Wealth Management 10Edward Jones 10Vista Capital Partners, Inc. 7Ferguson Wellman Capital Management, Inc. 6UBS Financial Services Inc. 6Empirical Wealth Management 5J.P. Morgan Securities LLC 5Jgp Wealth Management, LLC 5Becker Capital Management, Inc. 4Mercer Global Advisors Inc. 4Multnomah Group, Inc. 4Preisz Financial 4Vision Capital Management Inc. 4
CFP advisors in other Oregon cities
All of Oregon →Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 12Medford 12Hillsboro 11West Linn 11Corvallis 10Ashland 8Jacksonville 8Oregon City 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Sherwood 4Wilsonville 4Bandon 3
Questions
How many CFP financial advisors are in Portland, OR?
215 SEC-registered investment adviser representatives at firm offices in Portland, Oregon list the CFP designation; LPL Financial LLC employs the most of them (16).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Portland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.