David
Fennell
CRPC™
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.
Certifications
Chartered Retirement Planning Counselor™
Education
Bachelor of Science, Information Technology-Security - Western Governors University
Visit one of our Locations
Portland II - Vancouver
203 SE Park Plaza Drive
Park Tower II, Suite 115
Vancouver, WA 98684
Portland I - Portland
10500 SW Greenburg Road
Suite 200
Portland, OR 97223
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 financial 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 financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
