Browse all CFP®-certified advisors in Oregon

Every advisor below is licensed to work with clients in Oregon. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
773
Retired
440
Wealth management
437
Executive
409
Retirement plans for business owners (SEP, solo 401k)
367
Tax-loss harvesting
359
Retirement income strategy
271
General retirement planning
248
Private / alternative investments
243
College savings (529s, UTMA, etc.)
235
ESG / Sustainable investing
162
Options & derivatives strategies
161
Business exit / sale strategy
138
Cash flow / budgeting
137
General estate planning guidance
126
Active portfolio management
124
Charitable giving & philanthropy
121
Annuities
98
Real estate investing
94
Income planning
84
Passive / index investing
84
Concentrated stock management
81
Multi-generational wealth transfer
70
Self-Employed
69
Established Professionals
67
Business ownership considerations
63
Business succession planning
61
General tax planning
59
HENRY (High Earners, Not Rich Yet)
44
Approaching retirement
39
Women Professionals
37
Debt management
31
Social Security optimization
31
Divorce financial planning
29
Retirement withdrawal strategies
25
Mid-Career Professionals
24
Equity compensation tax strategy
23
Long-term care insurance
18
Tax strategies for small businesses
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
Family Business
9
Life insurance needs analysis
7
Roth conversion strategy
7
Business Financial Management
6
Doctor or Medical Professional
6
Educators, Teachers, and Academics
6
Liquidity event planning
5
Attorney
4
LGBTQIA
4
Christian Faith Based
3
Young Professionals
3
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