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Michael P
Series 66
Central Point, OR
Penfield Investments LLC
Michael Penfield is the sole advisor at Penfield Investments LLC in Central Point, OR, holding a Series 66 designation with 17 years of industry experience. His background includes three years at Edward Jones and twelve years at FanDistro prior to founding Penfield Investments in 2022. In addition to advisory work, he dedicates part of his time to insurance product sales. Penfield Investments LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, managing approximately $4.87 million in non-discretionary assets. The firm utilizes fundamental, technical, and charting analysis, manages held-away retirement accounts through a third-party platform, and integrates an affiliated insurance business.
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