David Sullivan Financial Advisor

David Sullivan Financial Advisor

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I have over 20 years of experience in financial planning and investment management.

How to raise financially confident kids 09/06/2022

Will your children be more financially confident than you? Every parent hopes so – these four steps can help make it happen.

How to raise financially confident kids Will your children be more financially confident than you are? Every parent hopes so. To help make this a reality for your children, follow these four steps.

4 Key Principles for Investing | Living Confidently 08/09/2022

If investing your money sounds intimidating, this primer can help. Discover the 4 basic strategies that can help you get started with an eye towards long-term investing.

4 Key Principles for Investing | Living Confidently The first step in successful investing is to learn these 4 strategies. Learn the fundamental principles of long-term investing.

The Great Debate Continues: Active vs. Passive 03/15/2022

Is there a role for both active and passive investments in your portfolio?

The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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1800 Blankenship Road, Suite 160
West Linn, OR
97068