Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® Email & Phone Number

I've been interested in finance since my grandmother let me invest her money at the age of 18. Since 1985, I've been helping wealthy families and professionals analyze their financial situation and position their assets toward living better, worrying less and leaving more. We partner with a select group of individuals and families who seek guidance and expertise as they reach a transition point in their lives. Our clients are engaged in our proprietary process called The Vision to Wealth Process®. It helps bring clarity to what matters most in their lives while allowing us to focus on what we can control.541-296-6669 info@vonborstel.com🔹 President and Founder of von Borstel & Associates, Inc. an independent financial planning firm. Over his career, Wayne has amassed an impressive array of accolades. 🔹 Author of The Truth Project: Having the Courage to Ignore Wall Street. His work has also been featured in The Invincibility Shield for Investors.🔹 Served as a resource for several media outlets including the Wall Street Journal, Fortune, Registered Rep., Portland Business Journal, Research, Portland Tribune, The Dalles Chronicle, and Bankrate.com. Financial Planning l Retirement & Social Security l Tax Strategies“Public comments posted on this site are not selected, amended, deleted, or sorted in any way. Certain editing of personal identifiable information and misinformation may be deleted in cases of profanity,misleading or fraudulent comments.”Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.

Listed skills include Estate Planning, Retirement, Strategic Financial Planning, Investment Advisory, and 42 others.