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David C
CFP®, Series 65
Lake Oswego, OR
Planful Finance LLC
David Case is a CFP®-designated financial advisor with two years of industry experience, currently with Planful Finance LLC in Lake Oswego, OR. Prior to joining Planful Finance in 2023, he worked for over two decades at Schmitt Industries, Inc. and had a retirement period from 2019 to 2023. Planful Finance LLC serves individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm employs a portfolio-driven investment approach based on Modern Portfolio Theory, using ETFs, mutual funds, and liquid REITs, with additional strategies such as ESG screens and covered-call options where appropriate.
Scott F
CFP®, Series 65
Lake Oswego, OR
Planful Finance LLC
Scott Frey is a CFP® with 14 years of experience in financial advising. He currently serves at Planful Finance LLC, where he has worked since 2022, and previously spent 11 years at Skyline Financial Northwest. Planful Finance LLC advises individual clients, including high-net-worth households, through discretionary portfolio management and comprehensive financial planning. The firm employs a portfolio-driven investment process tailored to client objectives, utilizing Modern Portfolio Theory and a range of ETFs, mutual funds, and liquid REITs, with additional strategies like ESG screening and covered-call options where appropriate.
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