Dana Gardner

Photo of team member
Dana Gardner
Phone: 
(503) 238-5929
E-mail: 
danag@wfinadv.com

Dana began her professional financial career in 1996 with a national financial services company. In 2003 she left that firm to become an Independent Financial Advisor. Previously Dana had worked in the banking industry, owned a small business, and had over seven years of management experience in the natural food industry. Dana is now affiliated with Centaurus Financial Inc., a national independent broker/dealer.

Dana holds a Bachelor of Science degree with a double major in Finance and Sociology from the University of Oregon. Currently Dana holds her Series 7, 6, 63, and 66 securities registrations. She also holds state insurance licenses for providing life, disability, annuity, and long term care coverage in Oregon, Washington, and California.

Dana focuses on providing independent and objective advice to best serve the interest of her clients. She helps her clients identify their financial goals and investment risk tolerance and time horizons, and helps them develop long term strategies to attain their goals. Dana offers advice on portfolio allocation, retirement planning, college funding, asset management, insurance analysis, retirement plans for small business, and financial planning.  

 

 

Financial Planning, Investment Advisory, and Wealth Management Services offered through Willamette Financial Advisors, LLC, an independent Registered Investment Advisor with the United States Securities and Exchange Commission (SEC).  This registration does not constitute an endorsement of Willamette Financial Advisors by the SEC, nor does it indicate that the Advisor has attained a particular skill or ability. • 5335 SW Meadows Road, Suite 240, Lake Oswego, OR 97035 • (503) 747-0306.

 

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved