CERTIFIED FINANCIAL PLANNER Professional
For over 20 years Dave has led the wealth management industry in the Portland and surrounding areas with integrity and hard work. With his client-centered consultative approach, Dave and his team deliver a full range of financial services to pursue the needs and wants of all clients.
Ever since he graduated from Oregon State University, Dave knew he enjoyed helping people manage their assets and retirement plans. Dave and his staff know you work hard for your money so he develops strategies in aiming to make sure your money is working hard for you. He works with you one-on-one to identify your short- and long-term goals, then supplies the knowledge and guidance you need to help you feel confident that you are making an informed financial decision for your family's future.
Dave is a CERTIFIED FINANCIAL PLANNER™ Professional and holds FINRA Series 7, 63 and 24 securities registrations held through LPL Financial as well as his insurances licenses. Dave truly understands that your finances are as unique as you are. At Newbore Wealth, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for potential future growth. No matter where you are in your financial journey, Dave's goal is to take you to the next level.
Dave resides in his hometown of West Linn, Oregon with his wife, Lisa and their three children Ashley, Emily and Haley. In his free time, Dave enjoys anything outdoors, participating in water and snow sports, improving his BBQ skills and playing with his kids.