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Andrea Easterling, Cfp® Email & Phone Number

Guidance @ Fruitful at Fruitful
Location: Portland, Oregon, United States 7 work roles 2 schools
1 work email found @cablehill.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email a****@cablehill.com
LinkedIn Profile matched
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Current company
Fruitful
Role
Guidance @ Fruitful
Location
Portland, Oregon, United States

Who is Andrea Easterling, Cfp®? Overview

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Quick answer

Andrea Easterling, Cfp® is listed as Guidance @ Fruitful at Fruitful, based in Portland, Oregon, United States. AeroLeads shows a work email signal at cablehill.com and a matched LinkedIn profile for Andrea Easterling, Cfp®.

Andrea Easterling, Cfp® previously worked as Guidance at Fruitful and Director of Financial Planning at Pattern. Andrea Easterling, Cfp® holds Bachelor Science (Bs), Finance from Portland State University.

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Email format at Fruitful

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*@cablehill.com
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Profile bio

About Andrea Easterling, Cfp®

Andrea Easterling, Cfp® is a Guidance @ Fruitful at Fruitful. They possess expertise in financial reporting, data analysis, financial forecasting, capital budgeting, microsoft office and 15 more skills.

Listed skills include Financial Reporting, Data Analysis, Financial Forecasting, Capital Budgeting, and 16 others.

Current workplace

Andrea Easterling, Cfp®'s current company

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Fruitful
Fruitful
Guidance @ Fruitful
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7 roles

Andrea Easterling, Cfp® work experience

A career timeline built from the work history available for this profile.

Guidance

Current
Fruitful

New York, NY, US

Building a financial wellness experience that is accessible and intentionally unlike traditional (antiquated) wealth management. Actively participate cross-functionally with strategy, operations, product development, guidance, quality assurance, and growth efforts while working 1-on-1 with Fruitful members, teammates, and partners to enhance what Fruitful.

Jan 2024 - Present

Director Of Financial Planning

Pattern

Pattern was a fintech startup aiming to build the next generation of wealth management; leveraging technology and human expertise, unlocking exceptional personal financial planning & implementation that is accessible to all. As the Director of Financial Planning, served as the head of the wealth management and financial planning customer deliverable.

Mar 2023 - Dec 2023

Wealth Advisor

Mercer Advisors

Denver, Colorado, US

  • Mercer Advisors is a national RIA firm managing approximately $50 billion in AUM.
  • Led service team in the financial planning and advice.
  • Built personalized financial plans and recommendations to then present in client meetings.
  • Transitioned retiring advisor’s book of clients with a 98% retention.
  • Mentored fellow advisors, financial planners, and client service specialists.
May 2022 - Apr 2023

Senior Advisor

Cable Hill Partners

Portland, OR, US

  • Cable Hill is a local RIA firm managing approximately $1.5 billion in AUM.
  • Led a service team in the financial planning and advice.
  • Built personalized financial plans and recommendations to then present in client meetings.
  • Brought on approximately $44mm of new client AUM that included a local $40mm 401(k) in Q1 of 2022.
  • Received a 100% Net Promoter Survey (NPS) score for 2021.
  • Led the weekly internal operations & best practices meetings.
May 2019 - Apr 2022

Investment Advisor Representative

Retirement Consulting Group, Inc.

Portland, Oregon, US

  • Retirement Consulting Group is a small locally owned independent firm that has a primary focus on local institutional clients with a small segment of private wealth clients.
  • Led group and one-on-one employee education meetings for institutional clients' employees.
  • Built retirement plans for the private wealth clients.
  • Built custom employee education content institutional clients to be sent to their employees.
  • Ran data analysis and reporting for investment portfolios.
  • Led ad hoc internal firm projects.
Jul 2018 - Jun 2019

Investment Advisor Representative

Kruse Woods Financial Partners
Jun 2016 - Jul 2018

Intern

Pearson Financial Group
Mar 2016 - Jun 2016
2 education records

Andrea Easterling, Cfp® education

Bachelor Science (Bs), Finance

Portland State University

Certified Financial Planner™ Certification, Financial Planning And Services

College For Financial Planning
FAQ

Frequently asked questions about Andrea Easterling, Cfp®

Quick answers generated from the profile data available on this page.

What company does Andrea Easterling, Cfp® work for?

Andrea Easterling, Cfp® works for Fruitful.

What is Andrea Easterling, Cfp®'s role at Fruitful?

Andrea Easterling, Cfp® is listed as Guidance @ Fruitful at Fruitful.

What is Andrea Easterling, Cfp®'s email address?

AeroLeads has found 1 work email signal at @cablehill.com for Andrea Easterling, Cfp® at Fruitful.

Where is Andrea Easterling, Cfp® based?

Andrea Easterling, Cfp® is based in Portland, Oregon, United States while working with Fruitful.

What companies has Andrea Easterling, Cfp® worked for?

Andrea Easterling, Cfp® has worked for Fruitful, Pattern, Mercer Advisors, Cable Hill Partners, and Retirement Consulting Group, Inc..

How can I contact Andrea Easterling, Cfp®?

You can use AeroLeads to view verified contact signals for Andrea Easterling, Cfp® at Fruitful, including work email, phone, and LinkedIn data when available.

What schools did Andrea Easterling, Cfp® attend?

Andrea Easterling, Cfp® holds Bachelor Science (Bs), Finance from Portland State University.

What skills is Andrea Easterling, Cfp® known for?

Andrea Easterling, Cfp® is listed with skills including Financial Reporting, Data Analysis, Financial Forecasting, Capital Budgeting, Microsoft Office, Public Speaking, Microsoft Excel, and Microsoft Powerpoint.

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