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David Fennell

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picture of a planner

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 Counselorâ„¢

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

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