Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
I'm principal of SecondHalf Planning & Investment, LLC, an advisory firm dedicated to helping you successfully navigate your retirement transition and enjoy a purposeful life of financial independence.
Too many people make unsalvageable retirement and investment decisions during the critical second half of life, and they suffer consequences that were entirely preventable. My goal is to help you prepare rather than repair.
I work with you to:
- create a Roadmap for Retirement that harmonizes the life you want with what's possible given your financial resources
- coach you through the retirement...
WHY CABLE HILL PARTNERS:
With more than 100 years of combined industry experience, the Cable Hill Partners team helps families of business owners, professionals and corporate executives, both locally and nationally, pursue their financial goals with thoughtful, tax-sensitive guidance. We are focused on helping our clients achieve their greatest objectives with simplicity, transparency and a disciplined process to measure their progress. Our guidance is tailored to support their current lifestyles, retirement income needs and legacy aspirations, ensuring they feel comfortable at every step of the...
Danny Harlow is the President and Chief Compliance Officer for NW Tax & Wealth Advisory Group, Inc. He began working in the financial services industry in 1973 and is well versed in financial and tax planning topics and strategies.
Mr. Harlow is a member of the National Society of Tax Professionals and the National Society of Accountants as well as two other prestigious groups in the financial industry – the Million Dollar Round Table (of which he’s considered "Top of Table") and the Ed Slott Elite IRA Advisor Group™, led by famed IRA expert Ed Slott. He is a LUTC® with the Life Underwriter...
Timothy Porter (CRD# 5065974) is an Investment Advisor Representative working at Smb Financial Services LLC in Lake Oswego, OR and has over 10 years of experience in the finance industry. Timothy Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice...
Alexander Dolle (CRD# 6324087) is a Fixed Income Portfolio Manager working at Northwest Investment Counselors in Lake Oswego, OR and has 10 years of experience in the finance industry.
Matthew Roehr (CRD# 1882121) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has 20 year of experience in the finance industry.
Our financial guidance can be summed up by three key attributes that make Northwest’s wealth management distinct and valuable. We put your needs first rather than products or quotas. Your team will have a wide breadth of experience, education, and credentials to develop a portfolio that fits you. We focus on the long-term so you can Live Well and Retire Better.
Greg Bachman (CRD# 2948151) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry. Greg Bachman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning...
Jeff is the portfolio manager for SSCM. He is responsible for developing and maintaining capital market and macroeconomic forecasts, model portfolios, and strategic allocations. Jeff is in charge of portfolio rebalance implementation, which includes fixed income/equity trades and allocations. As a member of the Investment Committee, Jeff is responsible for security analysis and selection. He is also the author of our firm’s quarterly newsletter.
While earning his Bachelor of Science Degree in Finance from Oregon State University, Jeff was actively involved in the Oregon State Investment Group,...
Michelle Garcia (CRD# 4180941) is a Partner and Wealth Manager with Northwest Investment Counselors, LLC in Lake Oswego, Oregon. A 27-year industry veteran, she is responsible for working with clients (high net worth individuals, foundations and endowments) on developing and implementing financial plans. Her specific areas of focus include investment management, trust and estate planning, and wealth structuring.
She earned a Bachelor’s degree in Rhetoric and Communications from the University of Oregon and graduated from Cannon Personal Trust School at Boston University. She holds the Series...