Duane Bolinger, Principal, Lead Advisor
CFP®, ChFC ®
Eldon Reese Advisory Group
Duane Bolinger is the principal and lead advisor for Eldon Reese Advisory Group. He holds several insurance and securities licenses as well as the designation of CERTIFIED FINANCIAL PLANNER®, CFP®. Duane graduated from Portland State University in 1997 with a Bachelor of Science degree in Economics.
He began his career in the financial service industry in 2007 with Beneficial Financial Group. In 2009, he joined Cory Smith and together they have built one of the premier teams focused on helping individuals, families, and business owners make responsible financial decisions that positively impact those who depend on them. Their firm works with clients to develop and implement a comprehensive financial plan that is reviewed and updated on a regular basis.
Life After Loss Conference Presentation:
Financial Medicine: Do I need a General Practitioner or a Specialist?
Topics Covered:
Who’s who in the World of Financial Advice?
What can I expect from the various types of advisors?
How are financial advisors paid?
Can I Do-It-Myself?
Are there options for Do-It-With-Me or Do-It-For-Me?
Which type of advisor is right for my situation?
How to find an advisor that I “connect” with?