5 Steps To Finding a Financial Planner
5 Steps to Make a Confident, No-Regret Choice
Inside This Free Guide, You'll Discover:
The key questions to ask before hiring any planner
How to understand fees and avoid hidden conflicts of interest
Why credentials like CFP® and a fiduciary duty matter
What to look for in their client load and availability
The #1 trait that separates a true planner from a salesperson
Built specifically for individuals and families who want clarity, confidence, and the right partner for their financial future.
Local & Independent
Financial Planning Rooted in Oregon, Trusted Across the State
When you’re searching for a CERTIFIED FINANCIAL PLANNER™ near me or a financial advisor in Oregon , you want someone who understands your community and your values.
We proudly serve clients in:
Wilsonville, Oregon
Portland, Oregon
Lake Oswego, Tualatin, West Linn And virtually across the entire state of Oregon
Meet Your Advisor
Garrett Dresen, CFP® Experience. Integrity. Insight.
Garrett Dresen is a CERTIFIED FINANCIAL PLANNER™
and the founder of Harbor Horizon Financial. With years of experience helping high-achieving individuals and families, Garrett brings thoughtful insight, deep technical knowledge, and a personal approach to every client relationship.
"Born and raised in Oregon, I’m passionate about helping Oregon families feel confident with their money, so they can live well and reach the goals that matter most."
Copyright 2025, Harbor Horizon, All Rights Reserved.
Disclaimer:
Harbor Horizon Financial is a Registered Investment Adviser registered in the state of Oregon. Registration does not imply a certain level of skill or training. This content is for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or financial advice.