Ways to browse CFP®-certified advisors serving Oregon

Pick a specialty to browse more CFP®-certified advisors serving Oregon.

Browse by specialty

Find advisors serving Oregon who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	781
Retired	450
Wealth management	437
Executive	419
Retirement plans for business owners (SEP, solo 401k)	375
Tax-loss harvesting	359
Retirement income strategy	280
General retirement planning	249
Private / alternative investments	244
College savings (529s, UTMA, etc.)	235
ESG / Sustainable investing	163
Options & derivatives strategies	160
Business exit / sale strategy	139
Cash flow / budgeting	136
General estate planning guidance	126
Active portfolio management	124
Charitable giving & philanthropy	119
Annuities	107
Real estate investing	94
Income planning	84
Passive / index investing	83
Concentrated stock management	82
Self-Employed	70
Multi-generational wealth transfer	69
Established Professionals	67
Business ownership considerations	64
General tax planning	60
HENRY (High Earners, Not Rich Yet)	43
Approaching retirement	39
Women Professionals	38
Social Security optimization	33
Debt management	31
Divorce financial planning	29
Business succession planning	28
Retirement withdrawal strategies	26
Mid-Career Professionals	24
Equity compensation tax strategy	23
Tax strategies for small businesses	18
Long-term care insurance	17
Business sale tax planning	16
Charitable giving tax strategies	15
Values-based investing	14
Planning for children with special needs	12
Equity Recipients (RS/RSU, SOP, ESPP)	11
Financial Professional	10
Military & Veterans	10
Factor investing / smart beta	9
Life insurance needs analysis	7
Roth conversion strategy	7
Business Financial Management	6
Doctor or Medical Professional	6
Educators, Teachers, and Academics	6
Family Business	6
Liquidity event planning	5
Attorney	4
LGBTQIA	4
Christian Faith Based	3
Young Professionals	3

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