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Advisors / Oregon / Portland
4yrs

Catherine Cuthbert

Financial advisor at Cuthbert Financial Guidance

Based in Portland, Oregon, Catherine Cuthbert is a fiduciary financial advisor with 4 years of industry experience. Catherine has been with Cuthbert Financial Guidance since 2023. Cuthbert Financial Guidance offers financial planning and is paid through flat fees.

One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.

Portland, ORFiduciary advisor
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At a glance

Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficePortland, OR
How the firm is paid ?Flat fee
Advisors at the firm2
States licensed ?1 state

Services through Cuthbert Financial Guidance

Financial planning

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now

Questions to ask Catherine

Tailored to Catherine’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Catherine

How do I contact Catherine?

Call Cuthbert Financial Guidance at 404-633-6420 and ask for Catherine Cuthbert. Catherine works from the Portland, OR office.

How long has Catherine been a financial advisor?

Catherine has been in the industry since 2023, about 4 years. 4 years in the industry.

What licenses does Catherine hold?

Series 65. Tap any license on this page to see what it allows.

Is Catherine a fiduciary?

Catherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Catherine paid?

Cuthbert Financial Guidance reports being paid by flat or fixed fees. Ask Catherine for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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