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Find Retirement Planners for Retirement Planning in Vancouver, Washington

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.

List of Qualified Retirement Planners in Vancouver, Washington

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William Cartee

Edelman Financial Engines, LLC

305 SE Chkalov Drive Suite 113

Vancouver,WA 98683

425-247-2970

List of Additional Retirement Planners in Vancouver, Washington*

* Additional advisor listing is provided in partnership with Yext

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Debbie Rainey - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5474

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Eric Greif - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5510

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Jon Sullivan - Ameriprise Financial Services, Inc.

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
503-205-4536

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Wealth By Design Pacific Northwest

1498 SE Tech Center Place
Suite 145

Vancouver, WA 98683
360-750-1002

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Northwest Financial & Tax Solutions, Inc.

12405 SE 2nd Cir

Vancouver, WA 98684
360-828-1469

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Tomie T Schmidt - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7990

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Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

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De La Torre Wealth Strategies

4400 NE 77th Ave
Suite 275

Vancouver, WA 98662
360-952-3776

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City Fiduciary Group

3606 Main Street
Suite 100

Vancouver, WA 98663
800-827-0159

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Shane Weisman - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5494

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Kristin Hanneman - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7996

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Skye Thomas Dahl - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5509

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JAG Financial

201 NE Park Plaza Drive
Suite 150

Vancouver, WA 98684
360-448-2054

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Robert Katsuno - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5485

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Ryan Piwowarski - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5503

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Morgan Stanley Financial Advisors

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-696-0071

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Kari Miller - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
541-967-9494

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Lisa Shelton - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7994

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Jeff Bloomquist - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5487

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Riverside Payments

12500 Southeast 2nd Circle
# 240

Vancouver, WA 98684
866-720-0644

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The Cornerstone Legacy Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8076

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Joel Bakker - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5472

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Scott Loughney - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
360-573-3346

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Kirk Tambara - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5493

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Allstate Personal Financial Representative: Judd Lavender

7813 NE 13th Ave
Ste B

Vancouver, WA 98665
503-206-6879

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Megan Westbrook - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5481

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Otto Guardado - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5484

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Jacob McGreevey - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-8080

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Hugh Do

503-684-4010

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The BIRDIE Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7987

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Russell Dyer - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
503-534-3420

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First Command Financial Advisor - Samantha Darnell

400 E Mill Plain Blvd
Suite 105

Vancouver, WA 98660
360-695-9328

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Brooke Fackler- Lowery - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7989

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First Command Financial Advisor - Matt Steffes

400 E Mill Plain Blvd
Suite 105

Vancouver, WA 98660
360-695-9328

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The Schmidt Mogseth Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7992

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Josh Rand - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
562-901-4313

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Bridgecrest Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8060

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Allstate Personal Financial Representative: Keith R. Hallett

1901 NE 162nd Ave
Ste D101

Vancouver, WA 98684
360-891-7009

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First Command Financial Advisor - Dave Studer

400 E Mill Plain Blvd
Suite 105

Vancouver, WA 98660
360-695-9328

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Bruce B. Trang - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7981

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Michael Bruce Julian - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7985

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Devlin Carothers - Ameriprise Financial Services, LLC

15609 SE Mill Plain Blvd
Ste 100

Vancouver, WA 98684
503-546-2243

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Todd Swan - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-882-7488

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Briana Blocker - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5530

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Edward Jones - Financial Advisor: David Brown, CRPS"

16508 SE 24th St
Suite 101

Vancouver, WA 98683
360-882-0025

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Edward Jones - Financial Advisor: Mike Hill

1610 C Street
Suite 101

Vancouver, WA 98663
360-699-4656

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Edward Jones - Financial Advisor: Jason Poindexter

10706 NW Lakeshore Ave
Suite 106

Vancouver, WA 98685
360-839-2529

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Edward Jones - Financial Advisor: Pia D Meyer

234 SE 136th Ave
#103

Vancouver, WA 98684
360-449-6198

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Edward Jones - Financial Advisor: Chris Burmeister

10706 NW Lakeshore Ave
Suite 106

Vancouver, WA 98685
360-839-2529

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Edward Jones - Financial Advisor: Robb Talbott

8720 NE Centerpointe Dr
Suite 218

Vancouver, WA 98665
360-896-2205

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Edward Jones - Financial Advisor: Cornelius Lucescu

13011 NE Fourth Plain Blvd
Bldg 3 Ste 101

Vancouver, WA 98682
360-891-3099

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Edward Jones - Financial Advisor: Matthew C Van Dyke

1499 SE Tech Center Place
One Tech Center Suite 260

Vancouver, WA 98683
360-314-4178

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Edward Jones - Financial Advisor: Andres E Jimenez

910 NE Tenney Road
Suite 107

Vancouver, WA 98685
360-571-4094

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Edward Jones - Financial Advisor: Steve Lovs, CFP®|ChFC®|AAMS"

8720 NE Centerpointe Dr
Suite 218

Vancouver, WA 98665
360-896-2205

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Edward Jones - Financial Advisor: Vicki Fitzsimmons, AAMS"

9901 NE 7th Avenue
Suite A102

Vancouver, WA 98685
360-573-6604

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Edward Jones - Financial Advisor: Eisen Dela Cruz

1900 NE 162nd Ave
109

Vancouver, WA 98684
360-882-8347

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Edward Jones - Financial Advisor: MaryKate E Hughes

910 NE Tenney Road
Suite 107

Vancouver, WA 98685
360-571-4094

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Yvette L. Stewart

1220 Main Street
Suite 210

Vancouver, WA 98660
360-695-6047

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Edward Jones - Financial Advisor: Greg Hiatt

5512 NE 109th Court
Suite D

Vancouver, WA 98662
360-892-6002

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Edward Jones - Financial Advisor: Julie A Gordon

700 SE Chkalov Drive
Suite 15

Vancouver, WA 98683
360-253-2611

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Edward Jones - Financial Advisor: Thomas DeMarco, CFP®

16508 SE 24th St
Ste 105

Vancouver, WA 98683
564-397-0698

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Edward Jones - Financial Advisor: Theresa A Cann, AAMS"

8308 East Mill Plain Blvd
Suite 103

Vancouver, WA 98664
360-693-2080

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Edward Jones - Financial Advisor: Kayla Gunderson, CRPC"|CRPS"

12500 SE 2nd Circle
Suite 210

Vancouver, WA 98684
360-892-1619

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Edward Jones - Financial Advisor: Devin M Uskoski

1412 NE 134th Street
Suite 240

Vancouver, WA 98685
360-571-5123

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Edward Jones - Financial Advisor: Ryan E Johnson

2105 NE 129th St
Suite 207

Vancouver, WA 98686
360-839-2368

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Edward Jones - Financial Advisor: Lisa M Meredith

10706 NW Lakeshore Ave
Suite 106

Vancouver, WA 98685
360-839-2529

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Edward Jones - Financial Advisor: Brian J Harmon

14415 SE Mill Plain Blvd
Ste 130

Vancouver, WA 98684
360-449-3383

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First Command Financial Advisor - Adam Bartek

400 E Mill Plain Blvd
Suite 105

Vancouver, WA 98660
360-695-9328

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Edward Jones - Financial Advisor: Nate Penland, AAMS"

203 SE Park Plaza Dr
Suite 220

Vancouver, WA 98684
360-944-7975

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Edward Jones - Financial Advisor: Jenny Owens, AAMS"

14400 NE 20th Ave
Suite 106

Vancouver, WA 98686
360-573-2419

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Edward Jones - Financial Advisor: Chris Van Dinter, AAMS"

14400 NE 20th Ave
Suite 106

Vancouver, WA 98686
360-573-2419

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Edward Jones - Financial Advisor: Eric C Lucescu, AAMS"

3604 NW 119th St
Suite 100

Vancouver, WA 98685
360-256-4484

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Edward Jones - Financial Advisor: Michael D Wade, AAMS"

1900 NE 162nd Ave
109

Vancouver, WA 98684
360-882-8347

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Edward Jones - Financial Advisor: Josh Hollandsworth, AAMS"

2105 NE 129th St
Suite 207

Vancouver, WA 98686
360-839-2368

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Edward Jones - Financial Advisor: Luke Copko

3604 NW 119th St
Suite 100

Vancouver, WA 98685
360-256-4484

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Edward Jones - Financial Advisor: Andy Nygard, CFP®|AAMS"

404 E 15th St
Ste 4

Vancouver, WA 98663
360-695-6431

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Edward Jones - Financial Advisor: Daniel C Gilchrist

6623 E Mill Plain Blvd

Vancouver, WA 98661
360-695-1147

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Edward Jones - Financial Advisor: Mark Miller

505 W 8th St

Vancouver, WA 98660
360-696-8551

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Edward Jones - Financial Advisor: Geoffrey Herron

7600 NE 41st Street
Suite 175

Vancouver, WA 98662
360-695-8528

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Edward Jones - Financial Advisor: Vicki L Blunt

4305 NE Thurston Way

Vancouver, WA 98662
360-253-5774

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Laurel Numbers - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7987

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Thomas Elrod - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
209-576-3209

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Benjamin A Lanphar - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7995

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D. Mike Collins - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7986

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Tyler Church - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
503-221-7652

* Additional advisor listing is provided in partnership with Yext

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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