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Find Retirement Planners for Retirement Planning in Oregon

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Oregon, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Oregon

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Mark Sharp

Mark Sharp Retirement

818 SW 3rd Ave # 221-1228

Portland, OR 97204

800-622-1045

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Charles Tompkins

Securities America Advisors, Inc.

115 Oregon Ave, Suite 21

Bend, OR 97701

541-797-7009

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Matt Adams

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401

541-434-7320

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Greg Bowen

Cascadia Wealth Management

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223

503-620-5236

List of Additional Retirement Planners in Oregon*

* Additional advisor listing is provided in partnership with Yext

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Tyson Wood - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7102

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Jacob Easterly - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 300

West Linn, OR 97068
503-650-7133

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Sean McGlinn - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3408

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James O Sturdivant - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Allen Financial Wealth Management

2651 Southeast Commercial Street
Suite 2

Salem, OR 97302
503-362-5554

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Monique Ripley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3423

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William Fussell - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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Bradford McKeown - Morgan Stanley

276 West Commercial Ave

Coos Bay, OR 97420
541-266-3834

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Animal Health Associates

2835 Wilamette St

Eugene, OR 97405
541-345-1544

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Reliant Wealth Advisors - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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John-Paul Daly - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

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Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-636-2700

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StoneRidge Wealth Management

8625 SW Cascade Avenue
Suite 240

Beaverton, OR 97008
503-352-0188

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Allstate Personal Financial Representative: Michael Martindale

4955 River Rd N

Keizer, OR 97303
503-881-5800

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Morgan Stanley Financial Advisors

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7600

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Medford, OR Branch Office - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-773-7773

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Lake Oswego, OR Branch Office - UBS Financial Services Inc.

5285 SW Meadows Rd
Suites 270 + 495

Lake Oswego, OR 97035
503-603-6919

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Gary D Jurden - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Clara Prendergast - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8646

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Allstate Personal Financial Representative: Elizabeth Smith

141 NW 6th St
Ste A

Redmond, OR 97756
541-968-3119

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Edward Jones - Financial Advisor: Selene Witcher

81 Centennial Loop
Suite 5

Eugene, OR 97401
541-342-8500

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Brandon Jochim - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

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Goosehead Insurance - Lawnie Tucker

1210 N Main St.
Unit 6

Prineville, OR 97754
541-241-9665

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Don Zabudsky - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8708

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John P Lorenz - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-243-6918

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Christine M Schroeder-Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6016

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Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8702

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PALM WEALTH MANAGEMENT 

1495 NW Garden Valley Blvd.
Suite 201

Roseburg, OR 97471
541-677-7600

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Dale Donaldson - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Schlendorf Investment Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5847

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David Vanderploeg - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

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Scot Berryman, CFP, CIMA, CEPA - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7850

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Spencer Stark - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3449

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Jay L Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6022

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Aaron Peters

7421 SW Bridgeport Rd
Suite H-225b

Portland, OR 97224
503-684-4010

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Jacob Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6013

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Brent Usher - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

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Steve Walter - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3433

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Creative Insurance Marketing Company

12205 SW Tualatin Road
Suite 210

Tualatin, OR 97062
503-639-4030

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Savvy Tax Chick

18017 SE Rose Street

Milwaukie, OR 97267
503-344-3850

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Security First Advisors

2657-B NW Rolling Green Drive

Corvallis, OR 97330
541-757-1114

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Eagle Financial Group

576 Pacific Way

Gearhart, OR 97138
503-717-5512

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Holland Capital Management

204 NW E Street

Grants Pass, OR 97526
541-956-4200

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Financial Freedom

1007 SW Bayley Street

Newport, OR 97365
541-574-6464

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Bruce R Holoubek - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5716

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The Allen Schleicher Group - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7864

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Bill Terrill - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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Burton Sayler Wood Group - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

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John Runyan - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3441

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Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6932

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Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7645

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Allstate Personal Financial Representative: Roger Escobar

21 S 7th St

Central Point, OR 97502
541-664-1400

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Andrew Clark - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 310

Portland, OR 97239
503-808-9100

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Daniel J Ruediger - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

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Capstone Financial Consultants, LLC

541-633-7745

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Capital Financial Planners

1640 Liberty Street SE

Salem, OR 97302
503-585-1067

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Joseph Di Peri - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3495

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TVZ Wealth Advisors - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

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Eagle Financial Consulting

10220 Southwest Greenburg Road
Suite 330

Portland, OR 97223
503-718-2261

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The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

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Highberger Hubka Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3468

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Legacy Creation Network

125 SE 7th Street

Hermiston, OR 97838
541-883-7777

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Joshua T Gregory - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Kristin Lyman - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
971-544-7675

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Principal Securities- Greg Schmidt, CEBS Financial Advisor

5665 Meadows Road
Suite 350

Lake Oswego, OR 97035
503-620-6276

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Southern Ridge Wealth

10260 SW Greenberg Rd
Suite 1150

Portland, OR 97223
503-293-3751

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TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
503-673-2828

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Laura Steagall - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

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Mark Greaney - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
541-382-2354

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Ryan Alan Hubka - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3461

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Marty Sacks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4569

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Kevin C Holland - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Kale Chalmers - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Andrea C Delapp - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
503-863-5043

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Strategic Wealth Management, LLC

20985 Lava Flow

Bend, OR 97701
541-385-6263

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Russell Dyer - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3420

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Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
503-258-2658

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Michael Hall - Ameriprise Financial Services, LLC

2292 Oakmont Way

Eugene, OR 97401
541-684-9000

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Tax & Financial Solutions

151 SE 223rd Avenue

Gresham, OR 97030
503-666-7909

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Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
503-227-9800

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Firenze Wealth Management

16083 SW Upper Boones Ferry Road
Suite 250

Tigard, OR 97224
503-963-6555

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Robert Steiner - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1447

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Tallus Capital Management

869 NW Wall Street

Bend, OR 97701
206-319-5202

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Mark G. Derby, New York Life

120 Oakway Center

Eugene, OR 97401
541-914-4090

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Cathedral Consulting, LLC

950 SE Oak Ave.

Roseburg, OR 97470
833-890-7186

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Michael Cross - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-368-5193

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Jason Doneth - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Shawn Downey - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

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Robert McCall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-452-6066

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The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7616

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Richard Wilson - Ameriprise Financial Services, LLC

119 NW E St

Grants Pass, OR 97526
541-476-8573

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Mikeal D Davis - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

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Sten Carlson - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

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R Pasha Horiuchi - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 950

Portland, OR 97223
503-892-1340

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Bob Welle - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

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Morgan Stanley Financial Advisors

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-389-1282

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Sean Stansfield - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

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Jim Osborne - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4565

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Rebecca Rooks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4573

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Travis Pratt - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

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James Parker - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9251

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Scott D Wiegal - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

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Suzanne Johannsen - Ameriprise Financial Services, LLC

214 SE Vine Ln

Bend, OR 97702
541-389-2528

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Shawn Colucy - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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The Roukas Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5858

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Matthew Brodsky - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-567-7874

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Gary Buczkowski - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

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The Gulla Gremillion Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8603

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Jeffrey H Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-752-3708

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Susan McFadden - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

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Theresa Austria-Kenney - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 200

West Linn, OR 97068
503-905-6481

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Allstate Personal Financial Representative: Michael Nau

390 Coburg Rd
Ste F

Eugene, OR 97401
541-517-8355

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The Permanence Group - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
800-303-5488

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Kayla Van Horn - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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Bryant Malone

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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Kristi Van Vleck - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

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Candi Glazebrook - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Cetera Advisor Networks

716 Cardley Ave

Medford, OR 97504
541-779-5633

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Chad Martindale - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Michael Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Melanie Finkle - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Jochim & Associates - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

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C Brantley Smith - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4510

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Tyler James - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Bridge City Advisors - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

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Christopher Hall - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

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Kristen Winter

503-684-4010

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Wealth Strategy Partners - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

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Tiffany Chona-Giessinger - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

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Ben Rollins - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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John Valentine - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-7630

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Arkeo Financial Group - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Andrew Mork - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1827

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Morgan Stanley Financial Advisors

276 W Commercial Ave

Coos Bay, OR 97420
541-269-1150

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Marshall & Associates - Ameriprise Financial Services, LLC

480 SW Hoffman Rd

West Linn, OR 97068
503-723-9636

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Susan L Birdsong - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0233

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Ray A. Cox - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0250

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Nelson R Maler - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6425

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John Spooner - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Point Forward Wealth Advisors - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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John Wrenn - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-248-1303

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Zachary Blalack - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

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Andrew Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-286-4062

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The Sequoia Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1433

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Rick Farley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3406

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Allstate Personal Financial Representative: Tim Stafford

1046 Court St

Medford, OR 97501
541-660-3723

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Robert Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7604

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The Dimensional Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-485-1111

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Christopher T Linkhorn - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3433

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Jeffery Harding - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6005

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William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6328

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John Nicolaus - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3826

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AIM Wealth Advisory Group - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

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Stephen M Aaron - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

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Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8704

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Paul Miller - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

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Robert Pugh

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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Alison Brown

503-684-4010

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Allstate Personal Financial Representative: William Dose

10001 SE Sunnyside Rd
Ste 150

Clackamas, OR 97015
360-852-4767

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Tim Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

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Gail Harrower - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

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Portland, OR Branch Office - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-221-5800

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Kristin Erickson - Ameriprise Financial Services, LLC

8215 SW Tualatin Sherwood Rd
Ste 200

Tualatin, OR 97062
503-963-3764

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The Springwater Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3479

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David Sayler - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7127

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Jeffrey L Palpant - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0238

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Gregory A Yechout - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0236

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Morgan Stanley Financial Advisors

3103 Signature Court
Ste 101

Medford, OR 97504
541-779-5010

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Michelle Corradetti - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6405

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Brent Douglas Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3463

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Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2279

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Paul Walton - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6038

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Allstate Personal Financial Representative: Noe Lumbreras

12900 SE 162nd Ave
Ste 100

Happy Valley, OR 97086
503-267-1904

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Mark Richanbach - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3419

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Sara K Wallace - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5718

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Matthew Kibbe - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8638

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Michael Schock - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3428

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Cascade Pacific Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5693

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Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7653

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Yingru Zhou

503-746-9245

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Stuart Munro - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8672

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The Bridgeport Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

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Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
800-452-0966

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Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2210

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Morgan Stanley Financial Advisors

975 Oak Street
Suite 300

Eugene, OR 97401
541-485-1111

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Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2236

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Ryan D Suvoy - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0258

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Jeffrey Young - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1436

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Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5667

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Forest Park Group - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-221-7600

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Morgan Stanley Financial Advisors

4285 Commercial SE
Ste 200

Salem, OR 97302
503-581-1511

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Bend, OR Branch Office - UBS Financial Services Inc.

600 SW Columbia
Suite 6200

Bend, OR 97702
503-603-6919

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David Grove - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3416

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Jonathan Levine, CFP, CIMA - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1876

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Michael Hurley - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6020

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Allstate Personal Financial Representative: Michael Hoover

19163 Willamette Dr

West Linn, OR 97068
503-312-3013

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Rebecca Nicole Cyphers - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3442

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Jeannette P McKenzie - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6004

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Weber Vandergriff Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5848

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Jim North - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6262

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PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

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Davida Wilson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7646

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The Savinar Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1845

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Joseph Ferguson - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-248-1302

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Jason A Downey - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3476

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Adam M. Anderson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3421

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Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7635

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David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5658

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The Pacific Wealth Group - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1224

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Mork Wealth Management - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9205

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Keith Rivera, CIMA - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6128

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Darren Ford - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

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Patsy Burton, CFP - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

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Josh Brakel - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Steven Burch - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-6902

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Eric Erwin - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-753-7554

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Allstate Personal Financial Representative: Steven Sauve

759 SW 185th Ave

Aloha, OR 97003
503-869-0947

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Allstate Personal Financial Representative: Riley Rankin

190 Smith St

Harrisburg, OR 97446
541-999-4524

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George Milne - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1819

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Erin Dwyer - Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Rd
Ste 175

Portland, OR 97224
503-245-5352

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Pacwest Wealth Partners - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

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TruPoint Wealth Management - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1253

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TRACK Wealth Management - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1254

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Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 310

Portland, OR 97239
503-808-9100

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Victor Lam, CPM, CIMA - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-225-9237

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Ryan McHugh, CFP - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6131

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Thomas Hoover - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Drake Van Zante - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

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Vieng Bounnam - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 180

Portland, OR 97239
503-546-2243

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TruBridge Wealth Advisors - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

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Allstate Personal Financial Representative: Robert Stampfli

1203 SE 122nd Ave

Portland, OR 97233
503-297-7118

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Kristen Salt - Ameriprise Financial Services, LLC

600 NW Naito Pkwy
Unit D

Portland, OR 97209
503-595-0070

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Levi Deshaw - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

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Patrick Schmitt - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4535

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Russell McLean - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4506

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Arch Bridge Financial Advisors - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

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William G Ross - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6008

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Hourglass Planning - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

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Jared Buckmaster - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Shawn Thomson - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

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Jimm R Pierson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3462

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Michael S Culleton - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8664

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Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-3365

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Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

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Joseph R Scheffler - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6426

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Randall Allen Young - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3477

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William D Stabler - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5744

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Michael Louaillier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8624

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Fred Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6935

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Brian David Currier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8224

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Eric James Dulong - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3419

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Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7689

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William D Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6000

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Matt Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3453

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John Sipple - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5705

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Michael J Wheeler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

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Nicholas Hubert - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7606

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Tim Tank - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3434

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Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6329

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James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8226

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Maryjo W Byrnes - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3418

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Scott Bigham - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5726

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Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6626

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Parker L. Jewell - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3411

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Cesar Gastiaburu | Key One Financial, Inc

650 NE Holladay St, Ste #1677

Portland, OR 97232
503-890-1430

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Jeffrey A McKeown - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3825

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Sean Matthew Zimmerman - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

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Jon Hanson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3833

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Gary E. Johnston - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3446

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Nick Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3468

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Norman Fincher - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0229

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Paul Smith - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6408

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Randall Mahar - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3437

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Christopher Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6021

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Doug Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3460

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Evan Gremillion - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-412-6321

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Scott McVeigh - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6019

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John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6325

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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