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Meredith Morse

Advisor at First Pacific Financial, Inc.

Updated today

Location

Vancouver, WA 98660

Credentials

CFP®, Series 65

Industry experience

4 years

About

Meredith Morse is a CFP® with four years of industry experience, currently serving as a financial advisor at First Pacific Financial, Inc. in Vancouver, WA. Prior to her advisory role, she spent several years working with United Way of the Columbia-Willamette. She is active in professional and community organizations, serving as secretary for the Financial Planning Association of Oregon & Southwest Washington and as a finance committee member for the Southwest Washington Regional Health Alliance. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, businesses, and charitable organizations. The firm provides comprehensive financial planning and wealth management services, employing a disciplined investment approach guided by both quantitative and qualitative analysis and supported by an Investment Committee.

Client services

Based on First Pacific Financial, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on First Pacific Financial, Inc.

ESG / Sustainable investing Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on First Pacific Financial, Inc.

Founder/Business Owner

Fee options

Fixed

Flat fees generally up to $15,000 per project for financial planning and consulting services; may be higher with client consent.

Percentage

$0+: Up to 1.25% annually for Wealth Management Services $0+: Up to 1.00% annually for Charitable and Non-Profit Advisory Services $0+: 0.90% annually for Spark Financial Advisory asset management services (Betterment for Advisors)

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Flat fees up to $15,000 per project for financial planning and consulting services; hourly fees up to $500 per hour.

Location

610 Esther Street, Suite 100

Vancouver, WA 98660

Most active in

Alaska · Oregon · Texas · Washington

Work history

First Pacific Financial

2021 - Present (5 years)

First Pacific Financial

2021 - 2021 (1 year)

Unemployed

2020 - 2021 (1 year)

Kimsa Total Wealth

2020 - 2020 (1 year)

United Way of the Columbia-Willamtte

2017 - 2020 (3 years)

United Way of the Columbia-Willamette

2011 - 2017 (6 years)

United Way of Columbia-Willamette

2007 - Present (19 years)

Disclosures

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

Business activities & affiliations

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Andrew K

Series 66

Scappoose, OR

Columbia Wealth Advisors LLC

Andrew Kangas is a financial advisor and owner of Columbia Wealth Advisors LLC in Scappoose, Oregon. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at KMS Financial Services, Inc. and Realta Equities, Inc. Outside of his advisory work, he is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers discretionary portfolio management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, with ongoing account monitoring and coordination of estate-planning services.

General estate planning guidance
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Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Tyler Hilligoss is a financial advisor at Scout Asset Management with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Signator Investors, Inc. Hilligoss also maintains a licensed insurance agent role, dedicating part of his time to insurance sales. Scout Asset Management provides portfolio management, financial planning, and pension consulting services to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs both fundamental and quantitative analysis with an investment approach that emphasizes long-term positions and options strategies, offering tailored management aligned with clients’ goals and risk tolerances.

Options & derivatives strategies Private / alternative investments Annuities

Corey B

CFP®

Portland, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Aaron N

Series 63, Series 65

Portland, OR

Shared Prosperity Group

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Annuity Insurance Company of America, Fisher Investments, Mariner Wealth Advisors, and H.D. Vest Financial Services. Shared Prosperity Group offers discretionary portfolio management and financial education primarily to individual clients, with services grounded in fundamental analysis and modern portfolio theory. The firm emphasizes a long-term trading approach across diverse asset classes and incorporates a formal charitable giving framework allocating at least 10% of gross monthly revenue to U.S. nonprofits.

Charitable giving & philanthropy Wealth management
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Jantz H

Series 65

Camas, WA

CSLA Financial Inc

Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.

Student loan debt College savings (529s, UTMA, etc.) Social Security optimization Cash flow / budgeting
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Joseph E

Series 63, Series 65

Portland, OR

Ravensview Capital Management, LLC

Joseph Eberhardt is a financial advisor at Ravensview Capital Management, LLC in Portland, OR, with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ravensview since 2016. Prior to that, he was employed at EDF Renewable Energy from 2014 to 2017. Ravensview Capital Management provides discretionary investment counsel and special-project advisory services to individuals, high-net-worth clients, charitable organizations, non-profits, and family offices. The firm employs a diverse investment approach that includes multiple analysis methods and offers both ongoing management and defined-scope advisory engagements.

Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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