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Email: info@consolidatedfb.com
Phone: (541) 471-9436

FACTS YOU SHOULD KNOW:
David is an intricate part of a local planning team. Together, his team of CFP's and professionals have over 45 years of experience in Financial, Investment and Estate Planning. In addition David has strategic partnerships with law firms, accounting and other planning firms throughout Oregon and nationwide.


 

David V. Fedosky Sr. CFP®

Certified Financial PlannerTM


David V. Fedosky is a CERTIFIED FINANCIAL PLANNERTM. He is also a Registered Securities Principal, and he operates a branch office for Financial Network. Financial Network is a full service independent Broker/Dealer, providing financial planning, investment advice and full brokerage services. Mr. Fedosky holds an Executive Certificate In Financial PlanningTM the University of Portland, Oregon. He currently advises clients throughout multiple states in both fee based and traditional asset management fee structures.

In addition to the operation of a Branch office for Financial Network, Mr. Fedosky owns and operates Consolidated Financial Brokerage, LLC. A local firm, offering a diverse range of financial services, including Securities & Investments, Mortgage Brokering, Real Estate Appraisal and Insurance Services. Mr. Fedosky has particular expertise and training in the areas of Tax Planning, Retirement Planning, Investment Advising, Estate Planning and Real Estate Lending & Evaluation. Additionally, he is experienced in risk management and holds insurance licenses in the following areas: Life, Health, Property, Casualty and Variable Annuities.

Mr. Fedosky was born in Southern Oregon, and enjoys life with his wife Whitney and his three children. His life has exemplified leadership in the business community, as well as a number of personal accomplishments proving to provide economic value through local commercial real estate development, which has resulted in added jobs to the community. He has enjoyed assisting his clients in all aspects of financial planning since 1993 and believes strongly that the planning process is key to attaining financial goals.

E-mail David today to schedule a free one-hour consultation: Consolidatedfb@qwest.net

 

 


 



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“After using Consolidated Financial for all aspects of our financial planning, we found the perfect property we were looking for and settled in. Now, we finally feel comfortable about the future. Dave was able to explain the investment strategy and tax planning process in terms we could understand.”
JT & Shirley Jensen, Rogue River, Oregon. Relocated from California


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