Gary R. Duell
Protect your assets and income as you age while reducing fees, risk, volatility and taxes | FinancialMyths blog | Written financial plans | Social Security classes | Retirement Planning classes.
- Role
- Community Educator at Portland Community College
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Gary R. Duell
My central goal has always been to minimize the worst investor motivators, fear and…
Experience
Community Educator
Jan 2014 — Present · Portland, OR, US
Education
The American College of Financial Services
ChFC, Financial Planning and Services
1995 — 1997
Willamette University MBA
Master of Business Administration (MBA), Dual major: Philosphy & Psychology
1975 — 1977
Willamette University
BS, Philosophy & Psychology
1970 — 1974
Willamette University MBA
Master of Business Administration (M.B.A.), Public & Business Administration
2005 — 2007
Skills
- Financial Advisory
- Ira's
- Roth Ira
- Health Insurance
- Life Insurance
- Long Term Care Insurance
- Finance
- Estate Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Universal Life
- Portfolio Management
- "Reinventing Retirement" Planning
- Insurance Planning
- Long-Term Care
- Investment Advisory
- Sep
- Social Media
- Inheritance Tax Planning
- Wealth
- Asset Management
- Holistic Financial Planning
- Retirement Planning
- Iras
- Long Term Care
- Financial Services
- Retirement
- "Wealth Index" Analysis
- Strategic Financial Planning
- Microsoft Office 360
- Annuities
- Income Protection
- Insurance
- Financial Planning
- Wealth Management Services
- Financial Advice
- Small Business
- 401k
- Wealth Accumulation
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