David Sullwold

David Sullwold Email and Phone Number

Certified Financial Planner™ @ Balanced Investment Company
cedar rapids, iowa, united states
David Sullwold's Location
South Charleston, West Virginia, United States, United States
David Sullwold's Contact Details

David Sullwold work email

David Sullwold personal email

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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.

David Sullwold's Current Company Details
Balanced Investment Company

Balanced Investment Company

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Certified Financial Planner™
cedar rapids, iowa, united states
Employees:
3
David Sullwold Work Experience Details
  • Balanced Investment Company
    Certified Financial Planner
    Balanced Investment Company Jan 2024 - Present
    Cedar Rapids Ia
  • Sagepoint Financial
    Financial Advisor
    Sagepoint Financial Sep 2004 - Present
    Portland, Oregon Area
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David Sullwold Skills

Financial Services Estate Planning Retirement Retirement Planning Financial Advisory Finance Business Planning Investments Strategic Financial Planning Small Business Securities Insurance Portfolio Management Wealth Management Mutual Funds Finra Series 7 Life Insurance

David Sullwold Education Details

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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