TOP 30 Certified financial planner in Salem, Oregon

12 results found

Edward Jones - Financial Advisor: Max Elvrom, CFP®|AAMS™|CRPC™|CKA® is a reputable financial institution located at 695 Commercial Street Southeast in Salem, Oregon, United States. As a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Certified Kingdom Advisor (CKA®), Max Elvrom offers expert financial advice and planning services to help clients achieve their long-term financial goals. With a commitment to personalized service and a comprehensive approach to financial planning, Edward Jones - Financial Advisor: Max Elvrom is dedicated to helping clients build and protect their wealth for a secure financial future.

At Edward Jones - Financial Advisor: Tim Sparks, CFP®|CEPA®, located at 3390 Commercial Street Southeast in Salem, Oregon, you can trust in the expertise and experience of Tim Sparks, a Certified Financial Planner and Certified Exit Planning Advisor. With a focus on personalized financial planning and investment strategies, Tim aims to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Tim Sparks is dedicated to providing tailored solutions and guidance to meet your individual needs. Contact Edward Jones - Financial Advisor: Tim Sparks, CFP®|CEPA® today to start planning for a brighter financial future.

Scott D Wiegal is a financial advisor at Ameriprise Financial Services, LLC located at 3550 Liberty Road South, Salem, Oregon, United States. Scott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Scott specializes in providing financial planning services to individuals, retirees, small business owners, and high net worth clients. He is committed to ethical practices and staying up-to-date with the latest investment strategies and opportunities. Whether you are planning for retirement, estate planning, or managing investments, Scott D Wiegal is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS™ is a reputable financial institution located at 540 Patterson Street Northwest in Salem, Oregon, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Caitlin M Davis offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism provided by this institution. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS™ is committed to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS™ is a trusted financial institution located at 1100 Liberty Street Southeast in Salem, Oregon, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Garry M Falor offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Garry M Falor and his team at Edward Jones are dedicated to providing sound financial guidance and strategies tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS™ is the go-to destination for all your financial planning needs.

Edward Jones - Financial Advisor: Eric D Thompson, CFP® is a reputable financial institution located at 1661 Edgewater Street Northwest in Salem, Oregon, United States. As a Certified Financial Planner, Eric D Thompson offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Salem area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Eric D Thompson and his team are committed to helping you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Cameron Hunt, CFP®|CFA® is a reputable financial institution located at 530 Center Street Northeast in Salem, Oregon, United States. Cameron Hunt, a Certified Financial Planner and Chartered Financial Analyst, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Cameron Hunt and his team are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Sten Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 925 Commercial Street Southeast, Salem, Oregon, United States. Sten Carlson holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sten Carlson's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Sten Carlson is committed to providing comprehensive and personalized financial advice to individuals and small business owners.

Jorge Martinez - Ameriprise Financial Services, LLC is a finance institution located at 925 Commercial Street Southeast, Salem, Oregon, United States. The institution offers a range of certifications and designations to its advisors, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs. The institution aims to provide comprehensive and specialized financial services to individuals, retirees, small business owners, high net worth clients, and those with unique financial planning requirements.

Connor Day is a Financial Advisor at Ameriprise Financial Services, LLC, located at 235 Front Street Southeast, Salem, Oregon, United States. Connor holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Connor's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and continuous education, Connor is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are seeking assistance with investment opportunities, insurance products, or financial planning for specific life stages, Connor Day is committed to helping you achieve your financial goals.

Daniel Rilling - Ameriprise Financial Services, LLC is a finance institution located at 925 Commercial Street Southeast in Salem, Oregon, United States. They offer a range of certifications and designations to their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations cover various aspects of financial planning, asset management, retirement planning, estate planning, and more. The institution is committed to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Jamison Hanson, LLC is a finance institution located at 1564 Commercial Street Southeast in Salem, Oregon, United States. Specializing in Wealth Management and Retirement Planning, our team of Financial Advisors offers a free review to help you capitalize on opportunities and get back to the life you love. As a full-service, fee-only financial planning and accounting firm, we provide comprehensive wealth management services to meet all your financial needs in one place. With regular meetings and a thorough review of your financial landscape, we help you take advantage of wealth-building opportunities and minimize your tax burden. Our team of experts, including a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, is dedicated to serving your best interests and providing a big-picture plan for your finances. Contact us today to schedule your free review and start living your life well.