David Yates, Financial Advisor | RJFS, Inc. | OnPoint
Alt: (503) 273-2687
Fax: (503) 273-1796
Toll Free: (800) 527-3932
Business hours
| Monday | 9:00am to 5:30pm |
| Tuesday | 9:00am to 5:30pm |
| Wednesday | 9:00am to 5:30pm |
| Thursday | 9:00am to 5:30pm |
| Friday | 9:00am to 6:00pm |
| Saturday | 9:00am to 1:00pm |
| Sunday | - |
About us
Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS and Social Security.
My commitment to each client is to give them the personalized attention and highest level of service. I’ve spent the last several years helping families navigate the subtleties of investment and financial planning in alignment with their personal values and convictions; building financial plans that create results now and well into their future.
I started my career in investment services in 2012. Prior to becoming a licensed financial advisor, I served in the U.S. Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. Currently, I hold securities licenses Series 7, 66 as well as the Oregon Resident Life and Health Insurance license.
My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy volunteering, scouts, and exploring coastal lighthouses.
Schedule a Complimentary Consultation
| Tags | Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation |
| Specialties | Securities licenses Series 7, Securities licenses Series 66, Oregon Resident Life and Health Insurance license |
| Products | Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), 401(k), 403(b), Traditional IRA or Roth IRA., Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans. |
| Services | Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning |