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