David J. Sullwold, CFP®

David J. Sullwold, CFP®

Certified Financial Planner™

David has served a variety of clients in the financial services industry since 1987 with a focus on retirement, estate, employee benefits and business planning. Throughout his career, he has helped identify the financial needs of clients, developed appropriate strategies, and supported their implementation strategies in the best possible time frame in collaboration with CPAs, attorneys, individuals, and small business owners.

David completed his original Certified Financial Planner™certification in November 1998.

David is a graduate of Oregon State University and has continued his professional education by achieving the Life Underwriter Training Council Fellow and becoming a Certified Financial Planner. 

David is active in his community and was President of the Chapter of the National Association of Insurance and Financial Advisors in Portland, Oregon.