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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
Jeffrey H. Beck, CFP®

Ameriprise Financial Advisors
(541) 752-3708

777 NE 2nd St
Ste G
Corvallis, OR 97330-6200
View on Map
(541) 752-3708

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: Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management

Contact
Benjamin Waibel, CFP®

SagePoint Financial
(503) 693-7333 x402

245 SE 5th Ave
Hillsboro, OR 97123-4126
View on Map
(503) 693-7333

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, Education Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Contact
Jacob A. Paltzer, CFP®

LPL Financial
(541) 389-3624

120 SW Crowell Way Ste 200
Bend, OR 97702-3433
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(541) 389-3624

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

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

Contact
Larry G. McClanahan, CFP®

SecondHalf Planning & Investment
(503) 698-5680

PO Box 3056
Clackamas, OR 97015-3056
View on Map
(503) 698-5680

Compensation Method: None Provided
Minimum Investable Assets: $150,000
Languages: English

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

Specialties: General Financial Planning, Investment Management, Life Transitions, Retirement Income Management, Retirement Planning, Social Security Planning, Women's Finances

Contact
Tracy L. Lampman, CFP®

VALIC Financial Advisors
(541) 687-2221 x1

2247 Corinthian Ct
Eugene, OR 97405-1448
View on Map
(541) 687-2221

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

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

Contact
Daniel M. McCreath, CFP®

Merrill Lynch
(503) 221-4710

Merrill Lynch
1211 SW 5th Ave. Ste. 2400
Portland, OR 97204-3724
View on Map
(503) 221-4710

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, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management

Contact
Wai Ngan Yu, CFP®

Summa Global Advisors, LLC
(503) 636-2022

PO Box 69022
Portland, OR 97239-0022
View on Map
(503) 636-2022

Compensation Method: Fee Only
Minimum Investable Assets: $2,000,000
Languages: Cantonese, Mandarin, English

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

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues

Contact
Cheryl D. Dyer, CFP®

Summit Brokerage Services Inc.
(541) 772-7727

1150 Crater Lake Ave
Ste A
Medford, OR 97504-6213
View on Map
(541) 779-0800

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

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

Contact
Daniel L Koerner, CFP®

Ellipsis Financial, LLC
(312) 848-5227

548 SE 20th Ave Apt A
Portland, OR 97214-2771
View on Map
(888) 686-2860

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

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

Specialties: Comprehensive Financial Planning

Contact
Ray A Cox, CFP®

Morgan Stanley Smith Barney
(541) 772-0250

680 Biddle Rd
Medford, OR 97504-6115
View on Map
(541) 772-0250

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

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

Specialties: Retirement Income Management

Contact
William E. Clary, CFP®

D.A. Davidson & Co.
(541) 608-4377

3210 Hillcrest Park Dr Ste 200
Medford, OR 97504-7688
View on Map
(541) 608-4377

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning

Contact
David Morganstern, CFP®

Confluence Wealth Management
(503) 221-7595

1211 SW 5th Ave Ste 1160
Portland, OR 97204-3711
View on Map
(503) 221-7595

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: Asset Allocation, Business Succession Planning, Employee and Employer Plan Benefits, Estate Planning, Human Resources, Investment Management, Life Transitions

Contact
Edward F. Wettig, CFP®

Wettig Capital Management
(541) 706-9336

1051 NW Bond St Ste 210
Bend, OR 97701-2059
View on Map
(541) 788-0461

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

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

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Government and Military

Contact
Allan L. Wright, CFP®

D. A. Davidson & Co.
(541) 608-4375

3210 Hillcrest Park Drive
Ste 200
Medford, OR 97504-5211
View on Map
(541) 608-4375

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: Wealth Management

Contact
Brent Erik Carlson, CFP®

CB Financial Services
(541) 279-9238

1502 SW Odem Medo Road
Redmond, OR 97756-9573
View on Map
(541) 322-4420

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

Contact
Steven K. Jamison, CFP®

Green Wealth Management
(503) 391-1040

350 Miller St SE Ste 200
Salem, OR 97302-4272
View on Map
(503) 391-1040

Compensation Method: Salary
Minimum Investable Assets: $250,000
Languages: French, English

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

Contact
Jeffery O. Briggs, CFP®

Briggs Financial Services, INc
(541) 280-2304

PO Box 6117
Bend, OR 97708-6117
View on Map
(541) 388-8885

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
Bruce W. Miller, CFP®

Miller Financial Group
(503) 579-9779

9115 SW Oleson Rd
Suite 200
Portland, OR 97223-6877
View on Map
(503) 808-9404

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

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

Specialties: Comprehensive Financial Planning

Contact
Douglas A. Moshofsky, CFP®

Morgan Stanley Wealth Management
(503) 221-7643

805 SW Broadway
Ste 2300
Portland, OR 97205-3363
View on Map
(503) 221-7643

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: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Contact
C. Craig Childress, CFP®

Craig Childress, Inc
(503) 603-0876

5285 Meadows Rd
Ste 355
Lake Oswego, OR 97035-5271
View on Map
(503) 603-0876

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, Investment Planning, Retirement Planning, Tax Planning, Wealth Management

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