David Yates, Financial Advisor | RJFS, Inc. | OnPoint
David Yates, Financial Advisor | RJFS, Inc. | OnPoint Business Information
- Name:
- David Yates, Financial Advisor | RJFS, Inc. | OnPoint
- Address:
- City:
- Beaverton
- State:
- Oregon, US
- Telephone:
- (503) 525-8798
- Fax:
- (503) 273-1796
- Website URL:
- https://www.onpointcu.com/dyates/
- Facebook:
- https://www.facebook.com/101943975459040
- Twitter:
- @OnPointCU
- Categories:
- Financial Advisory Services
Investments - Hours:
- M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed
- Services:
Cash management, Comprehensive retirement planning, Estate & charitable foundation planning, Financial planning, Investment management, Public employee retirement system (PERS) planning, Risk management, Social Security planning - Products:
401(k), 403(b), Environmental, Socially responsible investing (SRI), Stocks, Traditional IRA or Roth IRA., and governance investing (ESG), annuities, bonds, college & education savings plans., long-term care insurance, mutual funds, social - Brands:
n/a - Specialties:
- Securities licenses Series 7, Securities licenses Series 66, Oregon Resident Life and Health Insurance license
- Coordinates:
- 45.484680, -122.796043
- Accepted Payment:
About David Yates, Financial Advisor | RJFS, Inc. | OnPoint
Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS and Social Security.
My commitment to each client is to give them the personalized attention and highest level of service. I’ve spent the last several years helping families navigate the subtleties of investment and financial planning in alignment with their personal values and convictions; building financial plans that create results now and well into their future.
I started my career in investment services in 2012. Prior to becoming a licensed financial advisor, I served in the U.S. Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. Currently, I hold securities licenses Series 7, 66 as well as the Oregon Resident Life and Health Insurance license.
My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy volunteering, scouts, and exploring coastal lighthouses.
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