David Sullwold Email and Phone Number
David Sullwold work email
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David Sullwold personal email
Newly Retired Solo Independent Financial Advisor. 30+ years with a solo practice, primarily in the Portland Oregon area. Met with clients and designed comprehensive written financial plans using state of the art software, such as Naviplan, implemented plan recommendations, managed client portfolios, designed and implemented income plans, managed insurance planning and developed estate plans. Interacted with client's other professionals such as attorneys and accountants. Provided ongoing advice. Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Planning, Investment Planning, Insurance Planning.
Balanced Investment Company
View- Website:
- balancedinvest.com
- Employees:
- 3
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Certified Financial PlannerBalanced Investment Company Jan 2024 - PresentCedar Rapids Ia -
Financial AdvisorSagepoint Financial Sep 2004 - PresentPortland, Oregon AreaInvestments in securities involve risk, including the potential loss of principal invested.This communication is intended for individuals residing in the states of (insert state abbreviations). No offers may be made or accepted from any resident outside the specific state(s) referenced.The site may contain links to articles or other information that are contained on a third party website. SagePoint Financial, Inc. does not endorse or accept responsibility for the content, or the use, of the web site. SagePoint Financial, Inc. assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. SagePoint Financial, Inc. is not affiliated with LinkedIn. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 503-744-0577.
David Sullwold Skills
David Sullwold Education Details
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Certified -
Fisheries Science
Frequently Asked Questions about David Sullwold
What company does David Sullwold work for?
David Sullwold works for Balanced Investment Company
What is David Sullwold's role at the current company?
David Sullwold's current role is Certified Financial Planner™.
What is David Sullwold's email address?
David Sullwold's email address is da****@****ors.com
What schools did David Sullwold attend?
David Sullwold attended College For Financial Planning, Oregon State University.
What skills is David Sullwold known for?
David Sullwold has skills like Financial Services, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Finance, Business Planning, Investments, Strategic Financial Planning, Small Business, Securities, Insurance.
Who are David Sullwold's colleagues?
David Sullwold's colleagues are Meera Basnet, Ma, Jairo Muñoz, Phd, Suresh Basnet, Mba.
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