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David J. Sullwold, CFP®, LUTCF

David J. Sullwold, CFP®, LUTCF

Financial Advisor

Having served in the financial services industry since 1987, David works with CPA’s, attorneys, families and small business owners to help identify their financial needs, develop strategies which are most appropriate for their circumstances, and help them implement those strategies in an appropriate arrangement and time frame. Through both non-fee and fee based financial planning, David’s practice focuses on Retirement, Estate and Business Planning, and Employee Benefits Planning.

A graduate of Oregon State University, David has continued his professional education by achieving the Life Underwriter Training Council Fellow, and becoming a Certified Financial Planner™. Active in the industry and his community, David is a past president of the Portland, OR, Chapter of the National Association of Insurance and Financial Advisors and continues to serve as moderator of various LUTC classes. He has also been active with the Financial Planning Association of Oregon. He currently serves on the Board of the Cascade Academy Foundation, a local Chapter of the National Academy Foundation focusing on bringing financial services industry academics and internships to Portland metropolitan area High Schools.

David has joined Willamette Financial Group, LLC, as a Financial Advisor, to increase the depth of products and services available to his clients. David’s commitment, dedication and professionalism are your assurance of the highest standard of service.

Mission Statement

To assist my clients in developing, establishing and achieving their financial dreams and aspirations through accumulation, management and distribution of their wealth. I will help them accomplish this through educating and empowering them with sound fundamental financial planning principles and by demonstrating the utmost commitment and dedication to their financial well being.