Price Financial Group Wealth Management, Inc.

David Ross is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation with 11 years of industry experience. He previously worked at Edward Jones for nine years before joining his current firm. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, and fixed annuities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Joshua Simpson is a ChFC® credentialed financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR. He is part of a five-advisor team serving a diverse client base. Price Financial Group Wealth Management provides investment and wealth management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, foundations, employer-sponsored plans, trusts, and estates. The firm manages approximately $173 million in discretionary assets and utilizes target asset-class allocations, third-party managers, and active portfolio monitoring.

Mateusz Sudol is a financial advisor at Price Financial Group Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Cwm, LLC. In addition to his advisory role, Sudol is the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his investment advisory activities. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm uses a range of investment vehicles tailored to client risk profiles and maintains an affiliation with a CPA firm to coordinate tax services.

Mikela Rapattoni is a financial advisor at Price Financial Group Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Harry Waller Insurance for 14 years. Outside of her advisory role, she is licensed as a life, accident, and health insurance agent. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm offers tailored portfolio management using various investment vehicles and coordinates private placement tax equity strategies with charitable donation options for suitable clients.

Matthew Mai is a financial advisor with Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including LPL Financial, LLC, and FSC Securities Corp before joining Price Financial Group. Mai is also the managing member of a CPA firm, R Hug CPAs & Associates, which offers tax services separate from his advisory work. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services primarily to individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs both discretionary and non-discretionary portfolio management, utilizing third-party money managers and model portfolios tailored to client risk profiles.

Justin Exposito is a financial advisor at Price Financial Group Wealth Management, Inc. in Portland, OR, holding a Series 66 designation. He has six years of experience, having previously worked at Fisher Investments, Merrill, and Bank of America. Outside of finance, he has been involved with the Cincinnati Ballet and Cincinnati Symphony Orchestra. Price Financial Group Wealth Management provides investment and wealth management, financial planning, and retirement plan advisory services to individuals, foundations, employer-sponsored plans, trusts, and estates. The firm manages approximately $173 million in discretionary assets and employs a team of five advisors.