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CFP® professionals in Oregon

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

781 advisors

44 Wealth Management
46yrs
Blaine Werner
Financial advisor
2350 Oakmont Way, Suite 104
Eugene, OR 97401
Top advisor by experience in Eugene
CFP®Fiduciary
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Pinnacle Wealth Advisors
44yrs
Ronald Wilkinson
Financial advisor
12703 SW 67th Avenue
Portland, OR 97223
Top advisor by experience at Pinnacle Wealth Advisors
CFP®Fiduciary
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D.A. Davidson & Co.
43yrs
Carolyn Cameron
Financial advisor
360 SW Bond Street Suite 300
Bend, OR 97702
Top 1% by experience in Oregon
CFP®Fiduciary
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Dobson Asset Management
43yrs
Charles Dobson
Financial advisor
1306 NW Hoyt St Suite 408
Portland, OR 97212
Top 1% by experience in Portland
CFP®
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Roehl & YI Investment Advisors
43yrs
Thomas Roehl
Financial advisor
450 Country Club Road Suite 200
Eugene, OR 97401
Top advisor by experience at Roehl & YI Investment Advisors
CFP®
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Keudell Morrison Wealth Management
42yrs
Larry Keudell
Financial advisor
235 Front St. SE Suite 300
Salem, OR 97301
Top advisor by experience at Keudell Morrison Wealth Management
CFP®Fiduciary
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LPL Financial
42yrs
Henry Jung
Financial advisor
9123 SE St Helens St Suite 160
Clackamas, OR 97015
Top 2% by experience in Oregon
CFP®
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Wells Fargo Advisors
42yrs
Richard Wilhelmi
Financial advisor
1300 SW 5th Floor 18th Floor
Portland, OR 97201
Top 2% by experience in Oregon
CFP®Fiduciary
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LPL Financial
42yrs
Stephen Wilmot
Financial advisor
9200 SE Sunnybrook Blvd. #220
Clackamas, OR 97015
Top 2% by experience in Oregon
CFP®Fiduciary
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Edelman Financial Engines
42yrs
Eric Peterson
Financial advisor
10500 SW Greenburg Suite 200
Portland, OR 97223
Top 1% by experience at Edelman Financial Engines
CFP®Fiduciary
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Riverpath Investments
42yrs
John Kelly
Financial advisor
Bend, OR
Top advisor by experience at Riverpath Investments
CFP®
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Osaic Wealth
42yrs
Leonard Nelson
Financial advisor
5901 S Macadam Ave Suite 135
Portland, OR 97239
Top 2% by experience in Oregon
CFP®Fiduciary
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Heissler Financial
42yrs
Edgar Heissler
Financial advisor
320 N Main Ave Suite 211
Gresham, OR 97030
Top advisor by experience in Gresham
CFP®ChFC
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Preisz Financial
41yrs
Robert Beswick
Financial advisor
4525 SW Condor Ave
Portland, OR 97239
Top advisor by experience at Preisz Financial
CFP®ChFC
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Swiftwater Capital
41yrs
Frederick Payne
Financial advisor
Lake Oswego, OR
Top 2% by experience in Oregon
CFP®Fiduciary
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Sittner & Nelson
41yrs
Freddie Sittner
Financial advisor
497 Oakway Road Suite 300
Eugene, OR 97401
Top 3% by experience in Eugene
CFP®
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Cetera Investment Advisers
41yrs
David Smith
Financial advisor
716 Cardley Ave
Medford, OR 97504
Top advisor by experience in Medford
CFP®
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Batley & Associates
41yrs
Kent Batley
Financial advisor
Estacada, OR
Top advisor by experience in Estacada
CFP®
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LPL Financial
41yrs
Carol Vreeland
Financial advisor
1020 SW Taylor St Suite 770
Portland, OR 97205
Top 3% by experience in Oregon
CFP®Fiduciary
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Ameriprise Financial Services
41yrs
Douglas Everett
Financial advisor
500 SW 116 Ave Suite 119
Portland, OR 97225
Top 3% by experience in Oregon
CFP®Fiduciary
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Osaic Wealth
40yrs
Daniel Murphy
Financial advisor
3 Centerpoiinte Drive Suite 200
Lake Oswego, OR 97035
Top 4% by experience in Oregon
CFACFP®Fiduciary
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Commonwealth Financial Network
40yrs
David Pullin
Financial advisor
10220 SW Greenburg Road Suite 250
Portland, OR 97223
Top 4% by experience in Oregon
CFP®Fiduciary
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WBH Financial Services
40yrs
William Hamilton
Financial advisor
4500 Kruse Way, Suite 105
Lake Oswego, OR 97035
Top 4% by experience in Oregon
CFP®
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