Sommers Financial Management Employee Directory

Q: What is Sommers Financial Management known for?

Sommers Financial Management was founded in 2002. Sommers Financial Management operates in the Investment Management industry.

Q: How many employees does Sommers Financial Management have currently?

Sommers Financial Management has approximately 4 employees.

Investment ManagementOregon, United States2-10 Employees

Sommers Financial Management creates wealth management solutions to fit your needs and your lifestyle. We use a disciplined, personalized approach that takes the stress out of retirement planning and investing.

•Complete independence: No commissions or hidden fees

•Personalized service: Large-firm services with a small-town approach

•Trusted advice: Independent, Fee-Only Registered Investment Advisor status ensures we always act in your best interest

We encourage you to explore our site to learn more about our services for individuals, families and businesses. You can also send an e-mail or call 503-397-1545 to talk with us directly.

Find Sommers Financial Management employees' phone numbers or email addresses

Sommers Financial Management Global Highlights

North America
5

United States Of America
5

Sommers Financial Management's Leadership

A. S.
Lead Planner & Chief Investment Strategist
Mobile Phone
Email
J. P.
Branch Manager
Mobile Phone
Email
B. B.
Certified Financial Planner™ Professional
Mobile Phone
Email

Contact profiles from Sommers Financial Management

Name

Title

Contact Info

Location

Last Update

A. S.
Lead Planner & Chief Investment Strategist
Mobile Phone
Email
United StatesArizona
Oct 26, 2025
J. P.
Branch Manager
Mobile Phone
Email
United StatesOregon
Oct 21, 2025
B. B.
Certified Financial Planner™ Professional
Mobile Phone
Email
United StatesOregon
Oct 20, 2025

Frequently Asked Questions

What is Sommers Financial Management known for?

Sommers Financial Management was founded in 2002 operates in the Investment Management industry. The company's main headquarters is located in 144 South 14th Street, P/o Box 1552; you can contact the main corporate office by phone at

+1-503-397-****

. Explore Sommers Financial Management's company overview page for more information.

What is Sommers Financial Management's most common email format?

Sommers Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sommers Financial Management email formats with LeadIQ.

How many employees does Sommers Financial Management have currently?

Sommers Financial Management has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sommers Financial Management's key employees and leadership?

As of December 2025, Sommers Financial Management's key employees include:

Lead Planner & Chief Investment Strategist: A. S.
Branch Manager: J. P.
Certified Financial Planner™ Professional: B. B.

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