Wayne  von Borstel,  CFP<sup>&reg;</sup> - Financial Advisor

Wayne von Borstel, CFP®

CLU,ChFC,MSFS

Financial Planner

von Borstel & Associates, Inc.

308 E 3rd St
The Dalles, OR 97058
(800) 600-6669
(541) 296-6669

General

Wayne von Borstel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at von Borstel & Associates, Inc. in The Dalles, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MSFS, Graduate Estate Planning Consultant, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Sudden Wealth

More

Helpful Financial Planning Resources