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Dawn T
CFP®, ChFC®, Series 65
Estacada, OR
Plancorp, LLC
Dawn Torres Gale is a CFP®, ChFC®, and Series 65-licensed advisor with four years of industry experience. She is currently with Plancorp, LLC and has previously worked at Compass Planning Associates, Creative Money LLC, Insight Financial Strategists, and Our Money Goals. Plancorp, LLC provides wealth management, financial planning, and pension consulting services to individuals, business owners, trustees, charitable organizations, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process supported by documented Investment Policy Statements and offers both discretionary and non-discretionary management, along with in-house tax preparation and cash management solutions.
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