Christina Viera

Advisor at Edward Jones

Updated today

Location

Prosser, WA 99350

Credentials

Series 66

Industry experience

2 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Founder/Business Owner

Location

1119 Meade Avenue

Prosser, WA 99350

Most active in

Washington

Work history

Edward Jones

2024 - Present (2 years)

Umpqua Bank

2023 - 2023 (1 year)

Columbia Bank

2019 - 2023 (4 years)

Viera's Bakery and Deli, LLC

2017 - 2023 (6 years)

Unemployed

2017 - 2017 (1 year)

Teacher's World. LLC

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jesse H

Series 66

Sunnyside, WA

Hernandez Financial

Jesse Hernandez is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has operated Hernandez Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 1999. Hernandez also maintains an active insurance brokerage role, selling non-variable insurance products. Hernandez Financial serves primarily individual clients, including middle-income households, high-net-worth individuals, and business clients, offering financial planning and discretionary portfolio management. The firm builds customized portfolios using a mix of general securities, mutual funds, ETFs, and government securities, employing tools such as Riskalyze and Morningstar for risk and fund analysis.

General tax planning General retirement planning Wealth management
user avatar

Thomas W

CFP®, PFS™

Sunnyside, WA

White & Company Financial Planning, Inc.

Thomas White is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist™ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.

General retirement planning General tax planning Wealth management Cash flow / budgeting
user avatar

Misti W

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
user avatar

James P

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.

General retirement planning General tax planning Wealth management Cash flow / budgeting
user avatar

Gregory V

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting

Maloree K

CFP®, Series 66

Prosser, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management
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