Portland, OR SW Greenburg Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

3

Of 722 advisors across 321 offices

Location

10500 SW Greenburg, Suite 200

Portland OR 97223

Advisors at this office

3

Advisors at this office

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Eric P

CFP®, Series 63, Series 66

Portland, OR

Edelman Financial Engines

Eric Peterson is a Certified Financial Planner® with 19 years of industry experience, currently serving as an advisor at Edelman Financial Engines in Portland, OR. He has been with the firm since 2016 and previously worked at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates various discretionary and non-discretionary investment programs.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Laura J

Series 63, Series 65

Portland, OR

Edelman Financial Engines

Laura Johnson is a financial advisor with Edelman Financial Engines in Vancouver, WA, holding Series 63 and Series 65 licenses and 8 years of industry experience. She has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines offers technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online programs, and provides sub‑advisory services to other financial institutions.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Haley S

CFP®, Series 66

Portland, OR

Edelman Financial Engines

Haley Stinson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She previously worked at Edward Jones and JPMorgan Chase. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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