David Kirchfeld
Founder and CEo
David Kirchfeld is the founder and CEO of Kirchfeld Financial Services and has been in the investment industry since 2004. Prior to Kirchfeld Financial Services, David worked at Key Investment Services and Merrill Lynch. David received his B.S. in business administration from San Diego State University. He has lived in Portland, Oregon most of his life and is actively involved in the community. When he's not managing clients' portfolios, he is busy coaching his kid's sports teams, traveling, reading books, or playing basketball.
As a financial advisor, David is passionate about his relationships with his clients and helping them reach their financial goals. David creates customized portfolios tailored to each client's needs, using carefully handpicked investments. This portfolio includes a complimentary financial plan for retirement, college expenses, vacation home, or any other important financial objective. David specializes in socially* responsible investing by screening investments for positive environmental, social and governance characteristics that align with a client's principles.
Whether it's retirement, buying a second home, savings for a child's tuition, or another financial objective, David will work with you to pursue your financial goals.
*The return may be lower than if the adviser made decisions based solely on investment considerations.
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