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Find Retirement Advisors for Retirement Planning in Tualatin, Oregon

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.

Finding the Best Retirement Planners in Tualatin, Oregon

Last Updated - June 15, 2024

Tualatin has 1 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 Tualatin, Oregon have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Tualatin, Oregon

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Mark Sharp
Mark Sharp Retirement

CRD# 4975830
Firm CRD# 285773

Minimum Assets Required

Advisory Services:

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

Top 1 Retirement Planning firms in Tualatin, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
8215 Tualatin Sherwood Road, Suite 200,
Tualatin, OR, 97062
A Percentage of AUM

Information on Top Retirement Planning firms in Tualatin, Oregon

QualificationsFirm CRD# 107438

Assets Under Management $178,238,297

No. Of Clients115

Clients Per Financial Advisor29

SOUND INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Tualatin, Oregon. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
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