Financial Advisor in Portland, Oregon
Personal Bio
Gary was born in Garden City Kansas, moving with his family to Salem, Oregon at the age of 5.
He graduated from Willamette University in 1974 with a double major in psychology and philosophy. There being a scarcity of philosophy jobs, Gary took a harrowing nine-month stint at Oregon State Hospital as a psychiatric security aide on the women’s maximum security unit. “One Flew Over the Cuckoo’s Nest” was filmed there during that time, which only added to the chaos. The experience prompted Gary to change careers. He graduated from Willamette U. again, in 1977, with an MBA.
After 18 years with Farmers Insurance, first as an underwriter, then supervisor, and then as an agent, Gary left in 1996 due to the purchase of Farmers by British American Tobacco.
In 1997 he completed the last series of courses and exams to get the Chartered Financial Consultant (ChFC) designation from The American College at Bryn Mawr PA.
Now Gary provides comprehensive financial plans and the appropriate insurance and investments to implement them, continuing ethics education classes for insurance agents, as well as public seminars. He is on contract with Portland Community College’s Community Education department to provide retirement education to pre & current retirees, most notably, Social Security optimization. This is a common element of well-to-do individuals and couples: they are lifetime students. Every class has several “millionaires-next-door”.
Gary served a three year term on the Clackamas County Economic Development Commission. He was Treasurer on the Clackamas Community Land Trust board of directors and helped merge the CCLT with Proud Ground, their Portland counterpart. For cutting edge information about the county visit: http://www.co.clackamas.or.us/ He is also a charter member, past President and former Treasurer of the Happy Valley Business Alliance.
Gary loves what he does mostly because of the people he gets to work with. Many clients and friends have been made over the years. A majority of his time is donated to individuals and couples who can’t afford an advisor.
Firm Name
Duell Wealth Preservation
Firm Bio
ABOUT OUR FIRM – Not losing money is the most important strategy
My firm was founded with the intention of helping average Americans in every aspect of financial planning, from income strategies to estate optimization. Today, I work closely with each and every one of my clients to help them achieve their personal and business goals, to give them the peace of mind they deserve.
Using a network of experienced specialists, I promote a hands on approach to service. While I’m sure you’ll find our team members extremely knowledgeable, it is my hope you come to discover I truly care about making your dreams a reality.
Our Mission
Treat you with the dignity you deserve, while always earning your respect
Make all of the information easy-to-follow, in real words you can understand
Customize a program to your individual needs
Help you avoid the costly mistakes that can drain your income and net worth
Provide you with safe, secure financial products
Help you connect your finances with the rest of your life
Accomplish all this with the lowest costs & taxes possible
If you have any questions about your current financial situation or wish to schedule an appointment with me, send me an e-mail or give me a call using the contact information to the left.
In financial services since 1981, I decided to become fully independent in 1996. It is important to me to be able to represent more than one company. Effective 1/1/2007 I formed my own Oregon Registered Investment Adviser firm, now named “Duell Wealth Preservation”. This is so I can offer fee-only services and true no-load investment products whenever possible. Please be sure to read my contract, fee schedule and disclaimers in Links. I strive to offer the best available insurance products in Oregon, California & Washington.
Our Principle
Our company is based on helping clients make better, wiser, more effective financial decisions. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at: 503-698-4812.
Advisor Type
RIA - Gary Duell
Firm License #
155326
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
2510814
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
An Oregon Registered Investment Adviser firm.
8821 NW Skyline Blvd. Portland OR 97231 503-698-4812
Investment Advisory Services are offered through Duell Wealth Preservation, a Registered Investment Advisor. Insurance and other financial products are offered separately through individually licensed and appointed individuals.
DWP engages an unaffiliated, third-party sub-advisor to provide portfolio management services to its clients. A sub-advisor may charge fees in addition to those paid to DWP. The fees and expenses charged by a third-party sub-advisor are separate and distinct from those charged by DWP. The sub-advisory fees are withdrawn directly from the client’s account by a qualified custodian. DWP does not recommend any third-party sub-advisor or other investment manager that is not properly licensed, notice-filed or exempt from registration with the State of Oregon. ALWAYS check the background of anyone who holds themselves out as an investment adviser or financial planner: https://brokercheck.finra.org/
