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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Scot F. Berryman, CFP®

Morgan Stanley

975 Oak Street
Ste 300
Eugene, OR 97401-3149
View on Map
(541) 465-1438

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Investment Management, Sudden Wealth Management

Contact
Larry L. Hyatt, CFP®

J.P. Morgan Securities Inc.

3509 Commercial St SE
Salem, OR 97302-3829
View on Map
(503) 361-6009

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: Yes

Specialties: Asset Allocation, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Social Security Planning

Contact
David D. Bonebrake, CFP®

Bonebrake Financial Planning & Investments

100 W 13th Ave Ste 200
Eugene, OR 97401-3575
View on Map
(541) 868-3800

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Securities, Small Business Planning

Contact
Russell M. Kautz, CFP®

Wedbush Securities

106 Oregon Terrace
Medford, OR 97504-7043
View on Map
(541) 857-0200

Compensation Method: Commission Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Ann M. White, CFP®

Cetera Advisor Networks

PO Box 8
Cottage Grove, OR 97424-0001
View on Map
(541) 942-5535

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Barbara A. Rumer, CFP®

Barbara A. Rumer, CFP, LLC

1592 NW Remarkable Dr
Bend, OR 97701-5509
View on Map
(541) 330-3938

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management

Contact
Ronald E. Powne, CFP®

BCA Financial Svcs

4660 NE Belknap Ct.
Ste 217
Hillsboro, OR 97124-8401
View on Map
(503) 640-6229

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Stephen R. Woods, CFP®

Resource Financial Planning Inc.

9115 SW Oleson Rd
Suite 303
Portland, OR 97223-6874
View on Map
(503) 245-3110

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Transitions, Real Estate, Retirement Income Management, Retirement Planning

Contact
S. Kenneth Wilmot, CFP®

Seasons Financial

6400 SE Lake Rd Ste 430
Portland, OR 97222-2129
View on Map
(503) 723-1494

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning

Contact
Angela Marie Secolo, CFP®

ING Financial Partners

200 SW Market St
Ste 1700
Portland, OR 97201-5709
View on Map
(503) 515-1680

Compensation Method: None Provided
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Income Management, Retirement Planning

Contact
Dino Manuel Rocha, CFP®

Edward Jones

25651 SE Stark St
Troutdale, OR 97060
View on Map
(503) 618-7734

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Long-Term Care, Retirement Income Management, Wealth Management

Contact
Katherine M. Suchan, CFP®

MCS Financial Advisors

360 E 10th Ave Ste 200
Eugene, OR 97401-3273
View on Map
(541) 345-7023

Compensation Method: Fee Only
Minimum Investable Assets: $1,500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, General Financial Planning, Intergenerational Planning, Investment Management, Retirement Planning, Risk Management

Contact
Steven C. Cole, CFP®

Merrill Lynch

1211 SW 5th Ave
Suite 2400
Portland, OR 97204-3724
View on Map
(503) 221-4791

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: French Creole, French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Quinton Holton, CFP®

Ironwood Financial, LLC.

7360 SW 76th Ave
Portland, OR 97223-7488
View on Map
(503) 756-0113

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Planning

Contact
Philip A. Tilp, CFP®

Trillium Valley Financial Planning, LLC

29459 SW Ladd Hill Rd
Sherwood, OR 97140-5023
View on Map
(503) 610-8837

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Retirement Planning

Contact
Shaughn Casey Scott, CFP®

Wells Fargo Advisors

222 SW Columbia St Ste 1825
Portland, OR 97201-6651
View on Map
(503) 220-6325

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning

Contact
Amanda J Flynn, CFP®

Threshold Group

121 SW Salmon St Fl 11
Portland, OR 97204-2921
View on Map
(503) 471-1376

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Francisco Ricardo Valdivieso, CFP®

Wells Fargo Advisors

5400 Meadows Rd Ste 200
Lake Oswego, OR 97035-3609
View on Map
(503) 603-2155

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Men's Finances

Contact
Luiz A. Soutomaior, CFP®

Charles Schwab

777 NW Wall Street
Suite 201
Bend, OR 97701-2761
View on Map
(541) 318-1794

Compensation Method: Salary
Minimum Investable Assets: $100,000
Languages: Portuguese, French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Thomas B. Ouimette, CFP®

Morgan Stanley Wealth Management

1001 SW Fifth Ave Ste. 2200
Portland, OR 97204-1138
View on Map
(503) 412-6326

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

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