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
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...
Stanley Hardy (CRD# 1183329) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Troutdale, OR and has over 15 years of experience in the finance industry.
Lindsay Holmes (CRD# 4489013) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Troutdale, OR and has over 15 years of experience in the finance industry.
SecondHalf Planning & Investment is a Portland, Oregon fee-only retirement planning and investment management firm. Our focus is helping you successfully navigate your retirement transition and make the most of your life's second half.
If you're within 5 years of retirement or recently retired, I can help you:
- Create a financial Roadmap for Retirement that harmonizes the life you want with your financial resources,
- Explore through Retirement Coaching the non-financial factors and life issues that are just as important as the money, and
- Manage and protect your wealth, freeing you from the...
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...