Jeff Gale

Jeff Gale, a lifelong Oregonian, is a certified financial planner, chartered retirement planning counselor, and independent financial advisor associated with the Oregon and SW Washington Chapter of the Financial Planning Association. He began his career in financial advising in 2016 and has since assisted business professionals and small business owners in maximizing their financial opportunities while mitigating taxes and risks. Jeff takes a proactive and holistic approach to his work, identifying potential opportunities and problems beforehand while accounting for all variables in his decision-making process. As an educator and advisor, Jeff values client understanding and transparency, emphasizing product selection and fees associated with their financial decisions.

Jeff received his Bachelor's Degree in Finance and Financial Management Services from Oregon State University, where he developed a deep understanding of the finance industry's ins and outs. As an intern at The Standard and SP Provisions, he gained firsthand experience, eventually working as an Investment Coordinator at Finity Group, LLC ®, and later as an Associate Advisor at Blue Water Wealth. Jeff is presently a fiduciary financial advisor associated with Willamette Financial Advisors, LLC.

When he isn't offering financial advice, Jeff finds time to explore the outdoors and appreciate the beauty of the northwest landscape. He's an avid skier and certified scuba diver, who enjoys traveling in his downtime.