Top long-term care insurance financial advisors in Tigard, OR

David Hofer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been the sole advisor at Brightwood Ventures, LLC since 2012 and previously worked at Portland State University from 2015 to 2018. Brightwood Ventures, LLC provides financial planning and wealth management services to individuals, high-net-worth clients, and charitable organizations, including 501(c)(3) entities and donor-advised funds. The firm employs a disciplined investment approach based on an Investment Policy Statement and model portfolios, combining low-cost index funds, active funds, and individual stocks with research-driven satellite strategies.

Todd Pizzuti is a financial advisor at Clear Creek Financial Management, LLC with 15 years of industry experience. He previously worked at Portland Private Wealth Management, Inc. for nine years before joining his current firm in 2023. Pizzuti holds the Series 63 and Series 66 licenses. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analysis with a range of investment strategies.

Jeani Winterbourne is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of her advisory work, Winterbourne owns and operates a quilting service and works as a health coach. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jon Corazza is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he serves as a parish council member for St. John the Baptist Greek Orthodox Church and is president of Marketing One, Inc. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors and provides access to multiple program structures and third-party managers.

Bryan Vandergriff is a CFP®-credentialed financial advisor with 27 years of industry experience, currently serving clients at UBS Financial Services since 2008. In addition to his advisory role, he is a partner at Next Level Martial Arts and Fitness, where he oversees cash flow and leads marketing efforts. He is also a successor trustee of the W.B. Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide tailored investment solutions.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.