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Find Top Financial Advisors in Sherwood


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Qualifications of Financial Advisor in Sherwood

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.

Financial Advisors in Sherwood, Oregon
Financial Advisor Office Location Phone Number
Van Mason, CFP®, CLU, MBA
StoneRidge Wealth Management
Offices in Portland and Beaverton - 8625 SW Cascade Avenue Suite 240 Beaverton, Oregon 97008,
Beaverton, OR  97008
(503) 352-0188
Laura Johnson
Edelman Financial Engines, LLC
10500 SW Greenburg Suite 200,
Portland, OR  97223
(503) 718-6118
Greg Bowen, CFP®, ChFC®
Cascadia Wealth Management
8050 SW Pfaffle St. #100,
Portland, OR  97223
(503) 620-5236
Michael D. Clancy, CDFA
UBS Financial Services, Inc.
805 SW Broadway,
Portland, OR  97205
(503) 226-1826
David Fennell
Edelman Financial Engines, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA  98683
(360) 882-4900

Information on Qualified Financial Advisors in Sherwood

Qualifications CRD# 3041864
FirmCRD# 6413
Series 7, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location Offices in Portland and Beaverton - 8625 SW Cascade Avenue Suite 240 Beaverton, Oregon 97008,
700 NE Multnomah Suite 256 Portland, OR 97232,
Beaverton,
OR 
97008
Phone Number (503) 3520188

Van Mason is a CERTIFIED FINANCIAL PLANNER" professional, counseling individuals, professional practices and small business owners as they transition towards retirement. His mission statement is simple: Integrity First, Planning Second, and Product Third. Van received his bachelors degree from Portland State University in 1971, spending his junior year at the University of Pavia, in Italy. His Master of Business Administration is from the University of Oregon. Van's comprehensive grasp of financial issues originates from his role as Partner and President of Mason-Daane-Hucke, Inc. He guided the development of this construction products firm as it grew to incorporate three additional companies with offices in Los Angeles, San Francisco, Portland and Seattle. While the overall experience in this industry was very positive, Van felt that the distribution of products lacked any personal involvement in peoples lives. He sold his partnership interests in 1997, and soon established himself as a leader in the financial advisory profession.

About StoneRidge Wealth Management

Our Mission is to carefully build a life-long partnership with each of our clients, based upon the very highest levels of integrity, loyalty, and trust. We Will Always deliver the highest quality service as we help our clients work toward their financial future. Our Code Of Values will always place our client's best interests ahead of our own. We have three offices conveniently located below: 8625 SW Cascade Avenue Suite 240 Beaverton, OR 97008 700 NE Multnomah Suite 256 Portland, OR 97232 201 NE Park Plaza Drive Suite 280 Vancouver, WA 98684



Qualifications CRD# 5699501
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 10500 SW Greenburg Suite 200,
Portland,
OR 
97223
Phone Number (503) 7186118

Joined Edelman Financial Engines in 2014. Began her career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Bachelor of Science in Psychology from Portland State University and Masters in Business Administration from University of Phoenix. Married to Aaron. They have four children: Bryce, Connor, Aidan, and Sydney. Laura has a husky lab mix named Daisy and she enjoys hiking, camping, traveling, reading and exploring new places.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2328903
FirmCRD# 10299
Series 6, 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR 
97223
Phone Number (503) 6205236

Greg has been assisting investors since 1993 and is the CEO of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC. He is licensed in the States of Oregon, Washington and California. Greg's 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 pursue returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that pursue 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 lives with his wife Debbie, who is a stay at home mother, and two daughters in the Tigard area. Greg is an avid racquetball player and an erratic golfer.

About Cascadia Wealth Management

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.



Qualifications CRD# 4387886
Series 7, 31, 66


Office Location 805 SW Broadway,
Suite 2600,
Portland,
OR 
97205
Phone Number (503) 2261826

Michael Clancy has been in the financial services industry since 2001. He began his career at Morgan Stanley and moved to Merrill Lynch in 2008 before joining UBS in 2012. Michael made the move to UBS so that he could continue to help people fulfill their long term goals and current needs, regardless of their net worth or asset size. Michael is a Certified Divorce Financial Analyst(CDFA) awarded by the Institute for Divorce Financial Analysts Inc. His other areas of specialty include retirement and special needs planning. Michael takes a holistic view of each client's needs, goals and visions. He conducts his practice with utmost honesty, integrity, transparency and compassion resulting in the cultivation of long term relationships. A native of the Portland area and a fifth generation Oregonian, Michael earned a B.S. Degree in Business Administration from Oregon State University in 1977. He has been married for 33 years to Marina who owns her own small business. They have a daughter and two sons, Fran, 36, Nick, 32, and John, 29 as well as two wonderful grandchildren, Tyler and Camren. Michael enjoys spending time with his family, reading, gardening, traveling and working outdoors. Michael is a life member of the National Eagle Scout Association and is also active in the Boy Scouts of America. He is a member of the Oregon State Alumni Association and participates in LMV as a member.

About UBS Financial Services, Inc.

LAKE OSWEGO OFFICE: 5285 Meadows Rd, Lake Oswego, OR 97035 In today's economy, uncertainty is understandable. However, with the right Financial Advisor standing beside you, you can have the peace of mind and confidence to pursue your financial future?no matter what the markets or your life may bring. UBS Wealth Management Americas excels at helping you pursue your goals because our singular focus is wealth management. Our Financial Advisors have experience managing significant wealth, drawing on proprietary research devoted exclusively to helping private clients make better investment decisions. If your wealth management goals require unconventional thinking and strategic partnerships, you?ll quickly understand what it means to be a UBS client. In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At UBS, our balance sheet is strong, and we have a presence in more than 50 countries around the world. Our capabilities, resources and enterprises are fully aligned to create an outstanding experience for you as a UBS client, and we are committed to being proactive and responsive to your needs.



Qualifications CRD# 5068948
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA 
98683
Phone Number (360) 8824900

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Degree in Information Technology - Security from Western Governors University. Married to Nicki. They have two children: Cailin and Haley. David enjoys sports, hunting, fishing, camping, and spending valuable time with family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Sherwood, Oregon
Fusion Financial, LLC Sherwood, OR
Allen Capital Management, LLC Portland, OR