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Rothermel Financial Services, LLC
Portland, OR

Damian Rothermel

CFP®
Plan first, invest second.
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Meet Damian

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Introduction - Damian Rothermel
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The Importance of Planning First and Investing Second – Damian Rothermel
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Accumulation vs Distribution: Why to Address It Now – Damian Rothermel
Video Transcripts

Since 1998 I have been helping individuals improve their financial lives. I work as an independent CERTIFIED FINANCIAL PLANNER™ with clients to develop a strategy customized to their 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…

Since 1998 I have been helping individuals improve their financial lives. I work as an independent CERTIFIED FINANCIAL PLANNER™ with clients to develop a strategy customized to their 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 traveling, woodworking, painting and reading.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management

Experience with

Medical professionals
Legal professionals
Business executives
Families

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
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