Olugbenga (Olu) Dada, Advisor Associate, moved to Oregon from Maryland in 2007, and is currently studying at Concordia University with plans to graduate with a bachelor’s degree in Business Administration and Finance.
Olu’s appreciation of Asset Management and Financial Planning stems from years of experience in retail banking. His proficiency in working directly with our asset custodians, in providing research and administrative support for the Willamette Financial Advisors, LLC Financial Advisors, in serving as an advocate for our clients with respect to their individual and general questions affords him a unique perspective in helping implement client-specific solutions. Olu’s courteous and friendly attitude with our clients positively impacts the approach, strategies, and decisions that clients take towards achieving their desired goals. We truly believe his efforts make a substantial impact on our valued clients’ overall experience with Financial Planning.
Olu’s future plans include acquiring his securities registrations and attaining his CFP® certification from the Certified Financial Planner Board of Standards.
Olu, his wife, son and young daughter currently live in Portland, OR. They are all active volunteers in community services and church activities.