Steve Silver, CFP®, CDFA, CLU

Photo of team member
Steve Silver, CFP®, CDFA, CLU
Phone: 
(503) 596-2581
E-mail: 
steves@wfinadv.com

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. 

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