CFP, Inc. was founded in May of 1964. Since that time, our mission has remained unchanged… to provide an unparalleled level of service and guidance to our diverse clientele in matters of estate and business succession planning, asset management, and group and executive benefits.

Our clients range from individuals to some of the largest privately owned businesses in Oregon and around the country. ?We share the same entrepreneurial spirit as our clients and hope to succeed ourselves by helping others succeed in their chosen fields.

Over the past 47 years, we have developed lasting relationships… some that now span three generations and many industries; agriculture, manufacturing, engineering, distribution, and many others. While our client base now extends well beyond the state of Oregon, we are firmly rooted in the Pacific Northwest and are proud of the diverse geography and cultures of the people that live here.

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