David S. Erlandson
Principal at Erlandson Wealth Management
- Role
- Principal at Erlandson Wealth Management
- Location
- Beaverton, OR, US
- LinkedIn followers
- 500 followers
About David S. Erlandson
Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment…
Experience
Principal
Jul 2011 — Present · Beaverton, OR, US
We provide fee-only investment management and retirement planning advice, based on 30+ years of industry experience. A CFP® is trained to handle every area of personal financial planning in a holistic manner. Erlandson Wealth Management, LLC, is a registered investment adviser in the states of Oregon and Washington. The firm may not transact business in states where it is not appropriately registered, excluded of exempted from registration. Individualized responses to persons that either involve the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Education
College for Financial Planning
CFP®, Professional Education Program
1995 — 1997
University of Oregon
B.A, Mandarin Chinese
1979 — 1984
Portland State University
Post-baccalaureate studies, Economics
1991 — 1993
Skills
- Finance
- Financial Advisory
- Securities
- Retirement
- Strategic Financial Planning
- Financial Planning
- Asset Allocation
- Mutual Funds
- Employee Benefits
- Strategic Planning
- Customer Service
- Wealth Management
- Investments
- Leadership
- Investment Strategies
- Investment Advisory
- Portfolio Management
- Management
- Retirement Planning
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