ChooseAFinancialAdvisor.com

CPA financial planners in Oregon

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

13 advisors

Aldrich Wealth
29yrs
Kevin Barchus
Financial advisor
5665 SW Meadows Rd Suite 200
Lake Oswego, OR 97035
Top 11% by experience at Aldrich Wealth
CPA/PFSFiduciary
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CLS Financial Advisors
28yrs
Ryan Genor
Financial advisor
9700 SW Capitol Hwy Suite 285
Portland, OR 97219
Top 21% by experience in Oregon
CPA/PFSFiduciary
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Cetera Investment Advisers
27yrs
David Mendenhall
Financial advisor
2334 NW Professional Drive
Corvallis, OR 97330
Top 16% by experience in Corvallis
CPA/PFSFiduciary
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GO Wealth Management
26yrs
Selene Sullivan
Financial advisor
Eugene, OR
Top 22% by experience at GO Wealth Management
CPA/PFSFiduciary
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Cetera Investment Advisers
23yrs
Rita Harmon
Financial advisor
113 NW Third Ave
Canby, OR 97013
More experience than 68% of advisors nationwide
CPA/PFSFiduciary
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Multnomah Group
23yrs
Nelson Rutherford
Financial advisor
10260 SW Greenburg Road, Suite 300
Portland, OR 97223
More experience than 68% of advisors nationwide
CFP®CPA/PFS
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Willamette Valley Wealth Management
22yrs
Stewart Hayes
Financial advisor
3295 Triangle Drive Suite 200
Salem, OR 97302
More experience than 66% of advisors in Salem
CPA/PFSFiduciary
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Rain OR Shine Planning
17yrs
Jerry Davis
Financial advisor
Portland, OR
More experience than 54% of advisors nationwide
CPA/PFSFiduciaryFee-only firm
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Wealth Advisors NW
14yrs
Geoffrey Dougall
Financial advisor
9400 SW Barnes Rd. Suite 309
Portland, OR 97225
Top advisor by experience at Wealth Advisors NW
CPA/PFSFee-only firm
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Wealth Advisors NW
14yrs
Dirk Conradie
Financial advisor
9400 SW Barnes Rd. Suite 309
Portland, OR 97225
More experience than 71% of advisors at Wealth Advisors NW
CPA/PFSFiduciaryFee-only firm
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Handy & Company Financial Advisors
13yrs
Nathan Reagan
Financial advisor
4550 Kruse Way, Suite 330
Lake Oswego, OR 97035
13 years in the industry
CPA/PFSPlanningInvesting
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Strada Financial Group
11yrs
Brian Harris
Financial advisor
28600 SE Highway 212
Boring, OR 97009
11 years in the industry
CFP®CPA/PFSFiduciary
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CLS Financial Advisors
9yrs
Sarah Lane
Financial advisor
9700 SW Capitol Hwy Suite 285
Portland, OR 97219
9 years in the industry
CPA/PFSPlanningInvesting
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