Todd Porterfield (CFP®, RICP®)

Todd Porterfield focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We specialize in people who are retired or very close to it (typically five years or less).  This allows us to tailor our service and expertise to the unique needs of retirees.

  • Create reliable sources of retirement income
  • Reduce your risk of running out of money
  • Coordinate your sources of income in a tax efficient way
  • Claim Social Security in a way to maximize cash flow
  • Use Roth conversions to your advantage
  • Apply a rules based approach to your investment decisions
  • Advise on Oregon PERS distributions

Additional Information

I grew up on a ranch in the shadow of Mt. Shasta, traveled all over the WEst, and graduated from Oregon State University before relocating to Portland.  I enjoy the arts and cultrue of Portland,a nd feel my best being an outdoorsman, spending time hiking and camping in the Oregon Wilderness.

NAPFA Start Date

May 13, 2016


This Office

5603 SW Hood Ave Portland, OR 97239 Phone: (503) 828-3796