Financial Planning
Darren Gross CEPA®
Treating every client like family allows me to build relationships that not only last but thrive. You don’t have to do the hard work alone; I am here as your knowledgeable and dedicated guide
About me
Earning your trust and building a lasting relationship is very important to me. This foundation enables us to create an investment plan and strategy that helps you rest easy at night. As your financial advisor, I will always take the time to understand your short- and long-term goals, keeping your priorities top of mind. Together, we will create a roadmap of your financial picture leading into retirement.
My role is to assess your entire financial situation and ensure that you and your family are well taken care of. Whether you are just starting your financial journey or preparing for the next phase of life, I want to be your trusted advisor throughout this process.
Since 2003, I have helped individuals and businesses achieve their financial goals through banking, investment, and financial planning. I hold Series 7, 66, 6, and 63 licenses, as well as Oregon State Resident Health and Life Insurance licenses.
I was born and raised in Portland, Oregon, and I enjoy spending my free time with family, hiking with my Bernedoodle, Zoey, and exploring Portland’s vibrant food scene.
Branch: Hawthorne, Sellwood, Hillsdale, Woodstock Safeway, Johnson Creek Fred Meyers, 67th and Glisan Fred Meyers
Phone: 503-228-7077
Toll-Free: 1.800.527.3932, ext. 6868
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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Disclosures
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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