Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® Email and Phone Number
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® work email
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Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® personal email
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® phone numbers
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.
Von Borstel & Associates, Inc.
View- Website:
- vonborstel.com
- Employees:
- 7
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Chartered Financial Consultant® (Chfc®)Von Borstel & Associates, Inc.Portland, Or, Us
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President & Founder | Wealth & Financial Author | Financial & Retirement AdvisorVon Borstel & Associates, Inc. 1985 - Present
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Chartered Financial Consultant® (Chfc®)Von Borstel & Associates, Inc. May 1992 - Present
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Chartered Life Underwriter (Clu) | Investment & Wealth Management Coach | Financial & Estate PlannerVon Borstel & Associates, Inc. Feb 1990 - Present
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MemberEstate Planning Council Of Portland Inc Jan 1987 - PresentPortland, Oregon, Us -
RepresentativeLpl Financial 2001 - Aug 2020San Diego, Ca, Us -
President & CreatorNorthwest Planned Giving Initiative 2000 - 2005
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RepMony Mutual Of New York 1985 - 2001 -
PartnerDvb & Sons 1974 - 1985
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® Skills
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® Education Details
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The American CollegeFinance -
Sherman High School
Frequently Asked Questions about Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®
What company does Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® work for?
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® works for Von Borstel & Associates, Inc.
What is Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®'s role at the current company?
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®'s current role is Chartered Financial Consultant® (ChFC®).
What is Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®'s email address?
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®'s email address is ma****@****lpl.com
What is Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®'s direct phone number?
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®'s direct phone number is +154198*****
What schools did Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® attend?
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® attended The American College, Sherman High School.
What are some of Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu®'s interests?
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® has interest in Spending Time With Family, Extensive Landscape Projects, Education, Working To Bring Hope, Resources.
What skills is Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® known for?
Wayne Von Borstel, Cfp®, Cka®, Msfs, Chfc®, Clu® has skills like Estate Planning, Retirement, Strategic Financial Planning, Investment Advisory, Investments, Financial Advisory, Wealth Management Services, Retirement Planning, High Net Worth Individuals, Iras, Certified Financial Planner, Asset Protection.
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