Dan Poe :: Financial Advisor
Portland, OR :: email@example.com :: 971.351.9295
As a 13-year veteran of the financial services industry, Dan has spent his career focusing on advising individuals across all facets of their financial lives. He is consistently driven by a desire to prioritize the client's best interests, collaborating with them to create a tailored strategy that incorporates their distinct preferences and life objectives.
Before becoming a member of Cairn Investment Group, Dan accumulated more than four years of experience at Ameriprise Financial as a Financial Advisor and Planning Specialist. He possesses expertise in various areas, including retirement planning, accumulation planning, education/college planning, insurance analysis/planning, proactive tax planning, and asset allocation.
While at Northwestern Mutual, he served as the Director of Financial Planning, overseeing multiple hubs across the San Francisco Bay area. Throughout this period, he collaborated with numerous teams of investment advisors, actively contributing to the development of financial plans for a multitude of clients, amounting to thousands in total.
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