Wayne von Borstel Selected By Barron's As One Of America's Top Financial Advisors
PORTLAND, Ore., Feb. 27, 2015 /PRNewswire/ -- Wayne von Borstel has been selected by Barron's as one of America's Top 1,200 Advisors for 2015. Barron's ranked von Borstel #9 in the state of Oregon.
The recognition is based on assets under management, revenue produced, regulatory record, quality of practice and philanthropic work. The rankings are inclusive of advisors from Wall Street firms and independent firms too.
"I'm honored to be recognized by Barron's again in our 30th year of practice," said von Borstel. "We wouldn't be here without the loyalty of our clients and our passion for helping people to realize that financial success is much more than great investments, it's also having the ability to sustain dreams and leave lasting footprints for others."
Wayne von Borstel, President of von Borstel & Associates, provides access to independent financial planning services, investment advice and asset management services to over 250 clients throughout the country.
About Wayne von Borstel
Wayne von Borstel is the President and Founder of von Borstel & Associates, Inc., a registered investment advisory firm providing financial planning services. von Borstel serves clients throughout the country from office locations in Portland, Oregon, and The Dalles, Oregon.
von Borstel is author of The Truth Project: Having the Courage to Ignore Wall Street (High 5 Communications, LLC, December 2012, hardback, paperback, audio and Kindle edition,138 pages, ISBN 978-0985779726) and his work has been featured in The Invincibility Shield for Investors: Minimizing Losses, Maximizing Gains and Drafting a More Secure Financial Plan (Aspatore Books, May 2003, $35.99, paperback, 220 pages, ISBN 978-1587622182). He has served as a resource for several media outlets including the Wall Street Journal, Fortune, Registered Rep., Portland Business Journal, Research, Portland Tribune, The Dalles Chronicle, and Bankrate.com.
von Borstel holds a Master of Science in Financial Services (MSFS) degree from The Graduate School of Financial Services at The American College. In addition to studying behavioral finance with Susan Bradley, founder of the Sudden Money Institute, he holds the following professional designations: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Estate Planner™ (CEP®), and CERTIFIED FINANCIAL PLANNER™ (CFP®).
von Borstel is a member of the National Association of Insurance and Financial Advisors, the Portland Estate Planning Council and the International Association for Financial Planning. Wayne regularly teaches financial planning courses at colleges, continuing education centers and businesses in Oregon and Washington. To learn more about von Borstel, or to see the list of states in which we are registered to do business, please visit vonborstel.com.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
SOURCE von Borstel & Associates
Share this article