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Todd Brundage (CFP®, ChFC®, MBA)

Todd Brundage focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Corporate Executives
  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Elite Wealth Management and Virtual Family Office 

  • Investment Management 
  • Advanced Planning =  Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Gifting
  • Relationship Managment = Team Approach working with Outside Expertise in a Holisitic Manner + Consultative Approach

Clients: Entrepreneurs and Executives

Specialties: 

  • Concentrated Positions
  • Sale of Company + Tranistion Planning
  • Public Comanpany Capital Markets
  • Cross Boarder 

NAPFA Start Date

January 13, 2014

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1155 SW Morrison St Ste 200 Portland, OR 97205 Phone: (971) 255-0888
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