Daniel Bartosz, CRPC®, Financial Advisor | RJFS, Inc. | OnPoint

Business Information
Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your personal financial situation and how your goals and lifestyle may affect your long-term financial success. I utilize an enhanced goals-based approach to develop a financial plan designed to meet your individual needs. Together, we’ll use that plan to guide investment and financial decisions that impact you and your family.

My job is to help you build and keep wealth and it starts with understanding your budget and establishing keen savings strategies. It’s never too late to get started on the right path to financial success.

I have served individuals and households in the Financial Services industry since 2001. My industry licenses include the Series 7, Series 66 and Oregon Resident State Life and Health Insurance.

I am an Oregon native and a graduate of the University of Idaho. When I’m not in the office, my wife and I are busy volunteering in our kids’ schools and training for our next running race. We are avid runners and compete both locally and across the country.

CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning in the United States and/or other countries.



Products:
Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), 401(k), 403(b), Traditional IRA or Roth IRA., Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.

Services:
Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning

Specialties:
CHARTERED RETIREMENT PLANNING COUNSELORSM (CRPC®), Securities licenses Series 7, Securities licenses Series 66, Oregon Resident State Life and Health Insurance