Meet 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 financial planning firm serving clients throughout the country from office locations in Portland and The Dalles, Oregon.

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 Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).

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 was named on the Forbes Best in State Wealth Advisors 2023*.

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.

*The receipt of this award and ranking has been done by Shook Research for Forbes LLC, both of which are unaffiliated with von Borstel & Associates, Inc. (“vBA”). Mr. von Borstel completed an extensive survey to be considered for this award and was selected for the year 2023. The survey included experience, client base, and professional designations. There were more than 50,000 applications, however, vBA does not know the exact selection criteria or methodology used to provide the ranking award. It is important to note that von Borstel & Associates, Inc. (“vBA”) did not directly or indirectly pay for this award and no investment performance was used in the criteria.