Broker Check
Harold D. West, CLU®, CFS®, RFC®

Harold D. West, CLU®, CFS®, RFC®

Financial Planner- Advanced Markets

Born and raised in Michigan, Harold entered the financial services industry directly from college. He soon developed a passion for educating clients to use advanced and tax efficient concepts, and to make informed decisions about their financial future. Harold co-authored “Wealth Advantage™,” a nationally used comprehensive money management seminar, presented to thousands of attendees.

Harold has been honored and recognized for his contributions to the financial services industry as President of the Portland General Agents and Managers Association, and has received ten national management awards.  In addition to his B.S. in Business and a Master’s Degree in Leadership, Harold holds multiple professional designations. Because of his keen interest in the use of advanced concepts, he is a long time member of the Estate Planning Council of Portland, Oregon, where collaborative interaction and education with CPA’s, and attorneys take place.

Harold is a former life member of the MDRT with five “Court of the Table,” and one “Top of the Table” distinctions.

Harold lives in West Linn, Oregon with his wonderful wife Annette. They have nine children and sixteen grandchildren. Together they enjoy travel, family time and their community group and worship at their church.

They also support ministries like: Africa New Life, Beyond Victory Ministry, Multnomah University and Biola University Student Scholarship Funds, to name a few.

Harold is active in the arts, plays the trumpet and is the announcer for the award winning Lake Oswego Millennium Concert Band.

Harold now enjoys working with select clients and referrals on a team basis in a financial boutique setting.