Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Gresham has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Gresham, Oregon have an average of 15 years of experience.
Mark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement
Qualifications
CRD# 4975830
Firm CRD# 285773
Minimum Assets Required
$250,000
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Fee-Only, Flat Fee
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CATALYST FINANCIAL NW CORPORATION 1733 E. Powell Blvd., Suite 104 Gresham, OR, 97030 | $128,500,000 | 1108 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 168534
Assets Under Management $128,500,000
No. Of Clients1108
Clients Per Financial Advisor222
CATALYST FINANCIAL NW CORPORATION is a financial advisory firm situated in Gresham, Oregon. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1108 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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