Certified Financial Planner
Current
Jan 2024 - Present
AeroLeads people directory · profile
David Sullwold Email & Phone Number
Certified Financial Planner
at
Balanced Investment Company
1 work email found
@wfgadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner
Location
South Charleston, West Virginia, United States
Company size
Who is David Sullwold? Overview
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Quick answer
David Sullwold is listed as Certified Financial Planner at Balanced Investment Company, a with 3 employees, based in South Charleston, West Virginia, United States. AeroLeads shows a work email signal at wfgadvisors.com and a matched LinkedIn profile for David Sullwold.
David Sullwold previously worked as Financial Advisor at Sagepoint Financial. David Sullwold holds Certified Financial Planning Practicioner, Financial Planning, Certified from College For Financial Planning.
Company email context
Email format at Balanced Investment Company
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{first}@wfgadvisors.com
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AeroLeads found 1 current-domain work email signal for David Sullwold. Compare company email patterns before reaching out.
Profile bio
About David Sullwold
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.
Listed skills include Financial Services, Estate Planning, Retirement, Retirement Planning, and 14 others.
Current workplace
David Sullwold's current company
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Balanced Investment Company
2 roles
David Sullwold work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Investments 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.
Team & coworkers
Colleagues at Balanced Investment Company
Other employees you can reach at balancedinvest.com. View company contacts for 3 employees →
2 education records
David Sullwold education
Certified Financial Planning Practicioner, Financial Planning, Certified
Bachelor Of Science, Fisheries Science
FAQ
Frequently asked questions about David Sullwold
Quick answers generated from the profile data available on this page.
What company does David Sullwold work for?
David Sullwold works for Balanced Investment Company.
What is David Sullwold's role at Balanced Investment Company?
David Sullwold is listed as Certified Financial Planner at Balanced Investment Company.
What is David Sullwold's email address?
AeroLeads has found 1 work email signal at @wfgadvisors.com for David Sullwold at Balanced Investment Company.
Where is David Sullwold based?
David Sullwold is based in South Charleston, West Virginia, United States while working with Balanced Investment Company.
What companies has David Sullwold worked for?
David Sullwold has worked for Balanced Investment Company and Sagepoint Financial.
Who are David Sullwold's colleagues at Balanced Investment Company?
David Sullwold's colleagues at Balanced Investment Company include Meera Basnet, Ma, Suresh Basnet, Mba, and Jairo Muñoz, Phd.
How can I contact David Sullwold?
You can use AeroLeads to view verified contact signals for David Sullwold at Balanced Investment Company, including work email, phone, and LinkedIn data when available.
What schools did David Sullwold attend?
David Sullwold holds Certified Financial Planning Practicioner, Financial Planning, Certified from College For Financial Planning.
What skills is David Sullwold known for?
David Sullwold is listed with skills including Financial Services, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Finance, Business Planning, and Investments.
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