Wayne von Borstel

Wayne von Borstel

CLU®, ChFC®, CFP®, MSFS

About Wayne von Borstel

Wayne von Borstel has been interested in finance since his grandmother let him invest her money at the age of 18. Since 1985, he’s been helping wealthy families and professionals analyze their financial situation and position their assets toward living better, worrying less, and leaving more.  Wayne von Borstel is the president and founder of von Borstel & Associates, Inc., an independent, full service financial planning firm, serving clients throughout the country from office locations in The Dalles and Portland, Oregon.

Wayne has amassed an impressive array of accolades over his time as a financial advisor including being named to Barron’s Top 1200 Advisors in 2017, 2016, 2015 and 2009. The Barron’s Top Financial Advisor Awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For a complete listing of Wayne’s awards and honors click here.

Wayne holds a Master of Science in Financial Services (MSFS) degree from The Graduate School of Financial Services at The American College in addition to the distinguished professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and CERTIFIED FINANCIAL PLANNER™ (CFP®).Wayne is a member of the National Association of Insurance and Financial Advisors, the Portland Estate Planning Council, and the International Association for Financial Planning. Wayne regularly teaches financial planning courses at colleges, continuing education centers and businesses in Oregon and Washington.

Wayne and his wife, Marta, share a passion for helping underprivileged children with educational opportunities both locally and around the globe. They are currently funding the construction of several Christian schools in the highlands of Papua, India and Bangladesh. They also support an orphanage in Medan, Indonesia, which is home to hundreds of children, many who have lost their families as a result of a devastating tsunami. They have spent time at the orphanage in Medan, the highlands of Papua, and in India getting to know the Christian teachers they support and the communities they are helping to transform. When not focused on their charitable goals, Wayne and Marta enjoy spending time with their family, traveling, hiking the beautiful Columbia Gorge and gardening.


Books


The Truth Project
Download Free Chapter

The Invincibility Shield
For Investors
Download Free Chapter

The Wealth Factor
(Co-Authored)
Purchase Here

Articles & Interviews (Click here and go read!)
With over 30 years in practice , Wayne’s perspective is frequently sought-after in the industry and has been included in publications for the  Wall Street Journal, Money, Bloomberg Businessweek, Forbes, Fortune,  CNBC, Advisor Today, Journal of Retirement Planning, Journal of Practical Estate Planning, Financial Advisor , Registered Rep., Wealth Management, Portland Tribune, Portland Business Journal, The Dalles Chronicle, The Christian Science Monitor, Capital Press, and more.