Jeff Gale is an Independent Financial Advisor and member of the Oregon and SW Washington Chapter of the Financial Planning Association (FPA). Jeff is also a CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR℠ professional.
Jeff joined Willamette Financial Advisors in January 2021. Prior to that, Jeff he served as an advisor working to provide analysis on fund selection and asset allocation for institutional retirement plans. He has worked to help individuals with investment management and retirement planning since 2018.
Jeff views himself as not just an advisor, but an educator as well. He enjoys a collaborative process and seeks to teach in addition to consulting. In every relationship Jeff strives to help his clients understand the strategies, products, and fees associated with their investment decisions, with transparency being of utmost importance.
Jeff caters to the unique circumstances of business, real estate and medical professionals in order to help them meet their goals and provide strategies for retirement income to match their values, level of expertise, and risk tolerance. Jeff believes retirement and life planning is a powerful tool that can and should be accessible to everyone. As long as you are open minded, willing to learn, and ready to take action you can plan for and achieve success in retirement and beyond.
Jeff is a lifelong Oregonian who grew up in Portland and attended Oregon State University. In his free time Jeff spends as much time as he can outdoors enjoying the diverse landscape of the northwest. He enjoys traveling and especially adventuring to ski and scuba dive.