financial advisor in Portland Dane Bradford
321 S.W. Sixth Avenue
Portland, OR 97204
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It is my pleasure to serve the financial needs of people in the Portland Metro and surrounding areas. My experience in the financial industry started in 2003. I hold a Bachelor of Arts degree in social science from Bethany University. California Insurance License #0E25350.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy music composition and performance, working on a rural property and spending time with my wife and four kids.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office321 S.W. Sixth Avenue
Portland, OR 97204
Secondary office636 S.E. Grand Avenue
Portland, OR 97214
Secondary office1040 Nw Lovejoy Street
Portland, OR 97209
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.