David J. Sullwold, CFP®, LUTCF

CONNECT

Address:

5100 SW Macadam Ave, Suite 525
Portland, OR 97239

Phone:

503-744-0577

Fax/Other:

503-744-0577

About David

Having served in the financial services industry since 1987, David works with CPA’s, attorneys, families and small business owners to help identify their financial needs, develop strategies which are most appropriate for their circumstances, and help them implement those strategies in the best possible arrangement and time frame. Through both non-fee and fee based financial planning, David’s practice focuses on Retirement, Estate and Business Planning, and Employee Benefits Planning.

Having begun his career in mid 1987 as an insurance broker in Helena, Montana, David focused on Long Term Care Insurance and Medicare Suppliments, giving him a great background in issues pertaining to retired persons.  Upon moving his practice to Albuquerque, New Mexico in late 1988, David began working with a comprehensive financial planning firm and broadened his practice to include comprehensive written financial plans and various forms of life and health insurance, employee benefits and securities products. 

Deciding to relocate one last time, he and his wife Grace moved to the Portland, Oregon area in mid 1994 to begin a family.  David practiced in an institutional setting and as a sales manager for several firms before starting to re-build his clientelle in 1998.  In 2002, David decided to shift to a primarily fee based practice to allow much more flexibility in planning for his clients. 

A graduate of Oregon State University, David has continued his professional education by achieving the Life Underwriter Training Council Fellow in 1993, and becoming a Certified Financial Planner™ in 1998. Active in the industry and his community, David is a past president of the Portland, OR, Chapter of the National Association of Insurance and Financial Advisors. He has also been active with the Financial Planning Association of Oregon. He previously served on the Board of the Cascade Academy Foundation, a local Chapter of the National Academy Foundation focusing on bringing financial services industry academics and internships to Portland metropolitan area High Schools.

David joined Willamette Financial Group, LLC in 1994, as a Financial Advisor, to increase the depth of products and services available to his clients. David’s commitment, dedication and professionalism are your assurance of the highest standard of service.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck