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Financial Planners Northwest, Inc. Employee Directory

Financial ServicesOregon, United States0-1 Employees

Financial Planners Northwest, Inc. is a regional financial planning firm based in Portland, Oregon. It operates as a fee-based advisory practice, offering independent guidance on money and investment matters to individuals and small businesses. The firm emphasizes unbiased counsel, helping clients identify cost-efficient solutions aligned with their goals and objectives. Established in 1996, the organization positions itself within the financial services industry as a Registered Investment Advisor, with securities offered through Cambridge Investment Research, Inc., a broker/dealer, and Cambridge Investment Research Advisors, Inc., an RIA. The relationship between Cambridge and Financial Planners Northwest, Inc. is described as non-affiliated.

Find Financial Planners Northwest, Inc. employees' phone numbers or email addresses

Financial Planners Northwest, Inc. Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Financial Planners Northwest, Inc.'s Leadership

  • Stylized image of a person
    J. R. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    Phone icon
    Mobile Phone

Financial Planners Northwest, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Supply Chain
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Financial Planners Northwest, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. R. W.
    President
    Phone icon
    Mobile Phone
    United StatesOregon
    Jun 30, 2026
  • Stylized image of a person
    A. P.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesOregon
    Feb 19, 2026
  • Stylized image of a person
    B. W.
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 13, 2023

Frequently Asked Questions

What is Financial Planners Northwest, Inc. known for?

Minus sign iconPlus sign iconFinancial Planners Northwest, Inc. operates in the Financial Services industry. The company's main headquarters is located in 15350 Southwest Sequoia Parkway Suite 240 Portland, Oregon 97224 United States; you can contact the main corporate office by phone at
+1-503-595-****
. Explore Financial Planners Northwest, Inc.'s company overview page for more information.

What is Financial Planners Northwest, Inc.'s most common email format?

Minus sign iconPlus sign iconFinancial Planners Northwest, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Planners Northwest, Inc. email formats with LeadIQ.

How many employees does Financial Planners Northwest, Inc. have currently?

Minus sign iconPlus sign iconFinancial Planners Northwest, Inc. has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Planners Northwest, Inc.'s key employees and leadership?

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As of February 2026, Financial Planners Northwest, Inc.'s key employees include:

  • President: J. R. W.
  • Financial Planner: A. P.
  • : B. W.

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