Throughout my career, I've been honored to work with generations of families and businesses to have a positive impact on the lives and legacies of my clients.
It's my passion to create an exceptional client experience and foster long-term relationships based on high standards of trust, communication and excellence, true value of service and keen attention to detail.
As a trusted financial advisor, I aim to uncover, explore and respect the passions, hopes and dreams of my clients. This allows me to tailor personal investment and estate strategies that enhance their lives – both current and future.
In addition to working with my clients directly, I also lead, coordinate and participate with other professionals such as CPAs, estate planning attorneys and life insurance specialists to develop wealth protection strategies and create a financial team that has my client’s best interests at heart.
My areas of focus consist of: wealth preservation strategies, estate and legacy strategies, risk assessment, financial strategy development, financial analysis, portfolio strategies, 401(k)s, IRAs, Roths, life insurance and long-term care.
Outside of my passion for working with clients to create wealth strategies, I love spending time connecting with my family in meaningful ways, volunteering with community service clubs, attending charity events, backpacking, making and listening to music, personal fitness and photography.
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
Office Address7326 N Leavitt
Portland, OR 97203 opens in a new window
Phone NumberDave Trabucco at (503) 247-7374
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