David S. Erlandson,  CFP<sup>&reg;</sup> - Financial Advisor

David S. Erlandson, CFP®

Financial Advisor

Erlandson Wealth Management

14780 SW Osprey Dr Ste 320, Murrayhill Professional Suites
Beaverton, OR 97007

General

David Erlandson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Erlandson Wealth Management in Beaverton, OR and the surrounding communities.

Financial Advisor Experience

Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm. We are located in Beaverton, Oregon, and our advisors are Dave Erlandson, CFP and Patrick Steers, CRPC. We provide financial planning, investment management, college planning, retirement income planning, protection analysis, tax review, mortgage advice and estate planning. Erlandson Wealth is a fee-only fiduciary firm: we do not earn commissions or receive referral compensations of any kind, and we put our clients’ best interests first. We enjoy helping people in all financial situations evaluate, grow and protect their assets.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Since we are not affiliated with a broker-dealer, we do not sell any products. Fee-only means no "loads", commissions, surrender charges, or 12b1 fees.

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Women's Finances

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