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Find Top Financial Advisors in Vancouver


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Qualifications of Financial Advisor in Vancouver

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 Vancouver, Washington
Financial Advisor Office Location Phone Number
Van Mason, CFP®, CLU, MBA
StoneRidge Wealth Management
201 NE Park Plaza Drive Suite 280,
Vancouver, WA  98684
(360) 567-0784
David Fennell
Edelman Financial Engines, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA  98683
(360) 882-4900
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

Information on Qualified Financial Advisors in Vancouver

Qualifications CRD# 3041864
FirmCRD# 6413
Series 7, 65

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


Office Location 201 NE Park Plaza Drive Suite 280,
Vancouver,
WA 
98684
Phone Number (360) 5670784

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. Vans 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# 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.



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.



List of Additional Financial Advisors in or around Vancouver, Washington
Allen Capital Management, LLC Portland, OR
Crown Capital Securities Portland, OR
Kevin R. Minkoff, CPA, LLC Portland, OR