Daniel Bartosz, CRPC®
There are three elements you should look for in a financial relationship: clear communication, constant contact, and accurate service delivered promptly.
Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your personal financial situation and how your goals and lifestyle may affect your long-term financial success. I utilize an enhanced goals-based approach to develop a financial plan designed to meet your individual needs. Together, we’ll use that plan to guide investment and financial decisions that impact you and your family.
My job is to help you build and keep wealth and it starts with understanding your budget and establishing keen savings strategies. It’s never too late to get started on the right path to financial success.
I have served individuals and households in the Financial Services industry since 2001. My industry licenses include the Series 7, Series 66 and Oregon Resident State Life and Health Insurance.
I am an Oregon native and a graduate of the University of Idaho. When I’m not in the office, my wife and I are busy volunteering in our kids’ schools and training for our next running race. We are avid runners and compete both locally and across the country.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning in the United States and/or other countries.
Branch: Clackamas Promenade, Gresham
Toll-Free: 1.800.527.3932 ext. 5304
Email: [email protected]
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