Eric Barber, CFP®

Eric Barber, CFP®

Financial Consultant

Helping my clients is my passion.

My goal is to educate my clients and empower them so that they are able to make informed decisions. Together we will implement and monitor their individual financial strategy so that they can meet both their short and long-term goals.

As a CERTIFIED FINANCIAL PLANNER™  professional, I am able to offer each of my clients the most up to date services in the areas of retirement, life insurance, estate planning, tax strategies and investment planning.

My services are designed to help my clients:

  • Discover how to get more from their investments
  • Reduce their exposure to risk
  • Determine how much money they will need to live comfortably in retirement
  • Plan successfully for college savings
  • Reduce estate taxes and preserve more of their assets for their heirs
  • Evaluate how much life insurance is necessary to protect their family

I began my financial services career in 2003, and for the past 10 years, I have specialized in working with individuals, families and small business owners.

I was born and raised in Spokane, WA, and I have lived in the Portland area for the last 15 years. Outside of my professional life, I love my wife and 2 children, the Seattle Seahawks, camping and my two pugs. I also love giving back to my community by being involved in my kids’ school, as well as being involved in the city of Tualatin.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 503-486-5485
Fax 503-228-2064
Mobile Phone 503-544-4058