Broker Check

Meet David

Dave Newbore

CERTIFIED FINANCIAL PLANNER Professional

One of Dave's greatest passions in life is helping clients with their financial goals. Ever since he graduated from Oregon State University, Dave knew he enjoyed helping people manage their assets and retirement plans. Dave and his staff know you work hard for your money so he develops strategies in aiming to make sure your money is working hard for you. He works with you one-on-one to identify your short- and long-term goals, then supplies the knowledge and guidance you need to help you feel confident that you are making an informed financial decision for your family's future.

Dave is a CERTIFIED FINANCIAL PLANNER™ Professional and holds FINRA Series 7, 63 and 24 securities registrations with LPL Financial as well as his insurances licenses.  Dave has received many awards such as Outstanding Client Services awards and Multi-Year Five Star Wealth Manager awards.* His goal is to be a leading source of objective advice for accumulating and managing personal wealth in the Portland area.

Dave resides in his hometown of West Linn, Oregon with his wife, Lisa and their three children Ashley, Emily and Haley. In his free time, Dave enjoys anything outdoors, participating in water and snow sports, improving his BBQ skills and playing with his kids.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2014, 2015, 2016, 2017 & 2018 Five Star Wealth Managers.