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David Fennell

Here to act in your best interests

About me

I’m so fortunate to be a financial planner because I have a deep passion to educate and help my clients achieve their most important goals, whether it’s saving for a home, a college education, or their golden years. Previously, I had the honor of serving in the US Navy onboard an aircraft carrier and now enjoy spending time with my family, fishing, hunting, and exploring new places.


Chartered Retirement Planning Counselor™


Bachelor of Science, Western Governors University

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Visit one of our Locations

Portland I - Portland

10500 SW Greenburg Road
Suite 200
Portland, OR 97223

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Portland II - Vancouver

203 SE Park Plaza Drive
Park Tower II, Suite 115
Vancouver, WA 98684

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning