Steve Silver, CFP®, CDFA, CLU

Financial & Investment Advisor

With more than 30 years in the financial services industry, Steve has developed a highly personalized, highly focused, independent approach to financial planning. He was the Co-founder and Vice President of Wealth Strategies Group, a successful independent boutique financial services firm in Memphis, Tennessee. In 2010, he left that growing practice to be near extended family in Portland, Oregon.

Steve has held a Certified Financial Planner (CFP®) certification since 2000, and currently holds Series 6, 7 and 63 securities registrations. In addition to extensive knowledge of general financial planning issues, Steve has education and extensive experience related to the unique financial issues surrounding divorce, and he holds the CDFA (Certified Divorce Financial Analyst) designation. He has worked in both collaborative and mediation divorce processes, and has also appeared as a neutral third-party witness in contested divorce court proceedings.

Steve has served as a mediator for Washington County Small Claims Court and the Beaverton Justice Center, and has served on the Board of Directors of the Westside Transportation Alliance. He is also a Charter Member of the Oregon Association of Collaborative Professionals (OACP.)

Originally from Long Island, New York, Steve spent more than 40 years in Tennessee and now lives in Tigard, Oregon with his wife, son, and daughter. Another currently lives in Ohio. The entire Silver family is excited to be putting down permanent roots in the Portland area.