Damian Rothermel, CFP®
I have spent the last 14 years helping individuals improve their financial lives. I work as an independent CERTIFIED FINANCIAL PLANNER™ professional with clients to develop a strategy customized to your personal situation. I emphasize the core tenets of financial planning and help educate my clients to be confident in their decisions. I am passionate about helping families work toward their financial goals and I promise my clients I will be there for them.
I grew up in Ohio the oldest of four boys and an older sister. I attended the University of Dayton and graduated with a degree in Accounting in 1998. I met my wife, Julie, at UD and relocated with her to San Francisco in 1999. We moved to Portland in 2005 and have a son, Ian and a daughter, Ellen.
I am always looking for a new adventure and enjoy spending time with my family outdoors and biking. I enjoy travelling, woodworking, painting and reading.
What makes us different?
Independent Financial Planner – I work for you not for a corporation that may have competing interests.
Diagnose before prescription – I need to know what is wrong, and not just the symptoms but the actual problem before we decide a course of action to make things better.
Consultative – I help educate you so you can make an informed decision.
Purpose driven accounts - I want you to know the purpose of each account and what specific indicators or triggers will dictate when you should sell or make changes to each of your accounts.
Preparedness – using the correct tool is critical. I don’t want you trying to hang a picture by banging a screw with a hammer and destroying the wall in the process.
Why you should learn more?
Since most of us are not doctors, we’re not likely to know the basic tools or procedures needed to safely and efficiently perform an appendectomy – it’s even less likely we’d know what specialty tools might be needed once the procedure began. Same thing usually holds true with people’s finances… Most people aren’t financial professionals and are not likely to be well versed in all the important basic financial tools, procedures or strategies or the specialty tools that also exist!