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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 40 years of experience in the finance industry.
Stephen Aaron (CRD# 2279233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beaverton, OR and has over 31 years of experience in the finance industry.
Chris Abbruzzese (CRD# 2959986) is an Investment Advisor Representative working at Rain Capital Management in Lake Oswego, OR and has over 25 years of experience in the finance industry.
Bethany Abeln (CRD# 6375005) is an Investment Advisor Representative working at Edward Jones in Mcminnville, OR and has over 9 years of experience in the finance industry.
Kyle Abeln (CRD# 6010341) is an Investment Advisor Representative working at Edward Jones in Forest Grove, OR and has over 12 years of experience in the finance industry.
Scott Abrahamson (CRD# 4299120) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 23 years of experience in the finance industry. Scott Abrahamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brandyn Abrams (CRD# 6885161) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, OR and has over 6 years of experience in the finance industry.
Kendall Acheson (CRD# 5363756) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 15 years of experience in the finance industry. Kendall Acheson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Adler (CRD# 2113992) is an Investment Advisor Representative working at Mariner Wealth in Mcminnville, OR and has over 20 years of experience in the finance industry.