Todd Brundage (CFP®, ChFC®, MBA)

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

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Wealth Management

  • 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

NAPFA Start Date

January 13, 2014

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This Office

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