Find the Certified Financial Planner™
Who's right for you.

David S. Erlandson, CFP®

Erlandson Wealth Management

14780 SW Osprey Dr Ste 320
Murrayhill Professional Suites
Beaverton, OR 97007
Phone: (503) 746-9275
Fax: (503) 536-6844

Web site

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Retirement
  • Women's Finances

 

Foreign Languages
  • Mandarin Chinese

 

About My Practice

 

Experience

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
Broker-Dealer Disclaimer
Since we are not affiliated with a broker-dealer, we do not sell any products. Fee-only means no "loads", commissions, surrender charges, or 12b1 fees.

 

How Planner Charges

Considerations: No commissions. 19 years experience. Affordable, personal service on your investments.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.