WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Happy Valley, Oregon. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Happy Valley, Oregon|
|Financial Advisor||Office Location||Phone Number|
CFP®, EA, RICP®
Mark Sharp Retirement
818 SW 3rd Ave # 221-1228,
Portland, OR 97204
Cascadia Wealth Management
8050 SW Pfaffle St. #100,
Portland, OR 97223
Fee Only, Flat Fee, Hourly
818 SW 3rd Ave # 221-1228,
OR 97204 Phone Number 800-622-1045
You may be wondering: why retirement income planning? I believe all financial planning roads lead to retirement. And helping people invent and transition into a new life stage is extremely rewarding work. My goal is to help you optimize your retirement income so you can enjoy this next chapter of your life. You've worked hard, and deserve to live the retirement you want. Whatever role I take with you and whatever questions I seek to answer, my objective is always to enable you to make good decisions and maintain actions that advance your personal life and goals. At Mark Sharp Retirement, we are focused on retirement income planning. I start by taking the time to gain a deeper understanding of the unique vision you have for your retirement lifestyle. All advice and strategy that we work on together ties back to that vision.
Mark Sharp Retirement is a fee and advice only, virtual registered investment advisor that specializes in planning for the drawdown phase of people's financial lifetimes when they're no longer receiving a paycheck from their jobs but must still fund their lifestyles during a potentially lengthy retirement.
Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services
Series 6, 7, 24, 63, 65
Fee-Based, Based on Assets, Commissions, Hourly
8050 SW Pfaffle St. #100,
OR 97223 Phone Number 503-620-5236
Greg has been assisting investors since 1993 and is one of the Managing Principals of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is a Registered Representative with Cetera Advisors LLC, member FINRA, SIPC. Gregs financial planning practice emphasizes a conservative investment management approach and he believes clients are best served by utilizing active money management strategies that are designed to generate returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that generate returns relative to the amount of risk that is taken. This strategy allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns. Past performance is not indicative of future returns. Greg offers investment advisory services through Cascadia Advisory Services, LLC. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC. Greg lives with his wife Debbie, who is a stay at home mother, and two daughters in the Tigard area. Greg is loves to Bike and play Racquetball
My financial planning practice emphasizes a conservative investment management approach utilizing various "Active Money Mangers" and alternative investments. I believe my clients are best served by utilizing active money management strategies that are designed to pursue strong returns while reducing the level of risk that is found in most stock and bond market investments. Active management is characterized as taking a proactive approach that utilizes Fundamental and Technical Analysis to create value in a portfolio beyond that of a "Buy-and-Hold" strategy. Active Management attempts to limit an investor's risk exposure in "down" stock markets, while pursuing growth when the stock market is moving up. My goal is to provide investment programs that pursue strong returns relative to the amount of risk that is taken. This allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?