Portland Financial Advisors

The Financial Engines Advisor Center in Portland serves the areas of Portland, Beaverton and Salem. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.

Office Location

10500 SW Greenburg
Suite 200
Portland, OR 97223
Map Office
Phone: (503) 718-6118
Toll Free: (800) 405-8773
Fax: (503) 718-6119

Our Investment Advisors

Eric Peterson
Senior Vice President - Financial Planning
Laura Johnson

Senior Vice President - Financial Planning
David Fennell
Senior Vice President - Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our Team

Kristi Duer

Michelle Skinner
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