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von Borstel & Associates, Inc. Employee Directory

Financial ServicesOregon, United States2-10 Employees

Von Borstel & Associates, Inc. is an independent financial planning firm that concentrates on aligning clients’ values, visions, and wealth to pursue financial clarity and ongoing success. Based in Portland, Oregon, the firm designs and implements customized wealth management strategies for affluent families, business owners, highly compensated professionals, and individuals experiencing a life transition such as the loss of a spouse. It emphasizes a low client-to-team approach to deliver a high level of service and operates as an independent advisor, selecting investments based on their suitability rather than proprietary products. The company serves clients through a process called The Vision to Wealth Process®, which aims to identify what matters most in clients’ lives and focus on controllable factors. Investment advisory services are provided through von Borstel & Associates, Inc., registered with the SEC. A recent development notes the firm’s activity in acquiring stakes in several publicly traded assets during the first quarter of 2025.

Find von Borstel & Associates, Inc. employees' phone numbers or email addresses

von Borstel & Associates, Inc. Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

von Borstel & Associates, Inc.'s Leadership

  • Chartered Financial Consultant® (chfc®) at von Borstel & Associates, Inc.
    W. V. B.
    Chartered Financial Consultant® (chfc®)
    Mobile Phone
  • Partner at von Borstel & Associates, Inc.
    F. V. B.
    Partner
    Mobile Phone
  • Marketing Director at von Borstel & Associates, Inc.
    J. L.
    Marketing Director
    Mobile Phone
  • Relationship Manager at von Borstel & Associates, Inc.
    A. C.
    Relationship Manager
    Mobile Phone
  • Product Marketing Manager at von Borstel & Associates, Inc.
    J. E.
    Product Marketing Manager
    Mobile Phone
  • Office Manager at von Borstel & Associates, Inc.
    M. V. B.
    Office Manager
    Mobile Phone
  • Certified Financial Planner ™ | Chartered Financial Analyst (cfa) Charterholder | Wealth Advisor at von Borstel & Associates, Inc.
    C. S.
    Certified Financial Planner ™ | Chartered Financial Analyst (cfa) Charterholder | Wealth Advisor
    Mobile Phone
  • Accounts Specialist at von Borstel & Associates, Inc.
    A. B.
    Accounts Specialist
    Mobile Phone

von Borstel & Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from von Borstel & Associates, Inc.

Name
Title
Contact
Location
Last Update
  • Chartered Financial Consultant® (chfc®) at von Borstel & Associates, Inc.
    W. V. B.
    Chartered Financial Consultant® (chfc®)
    Mobile Phone
    United States, Oregon
    Jun 26, 2026
  • Partner at von Borstel & Associates, Inc.
    F. V. B.
    Partner
    Mobile Phone
    UNITED STATES
    Apr 22, 2024
  • Marketing Director at von Borstel & Associates, Inc.
    J. L.
    Marketing Director
    Mobile Phone
    United States, Oregon
    May 30, 2026
  • Relationship Manager at von Borstel & Associates, Inc.
    A. C.
    Relationship Manager
    Mobile Phone
    United States, Oregon
    Jun 29, 2026
  • Product Marketing Manager at von Borstel & Associates, Inc.
    J. E.
    Product Marketing Manager
    Mobile Phone
    UNITED STATES
    Jul 08, 2024
  • Office Manager at von Borstel & Associates, Inc.
    M. V. B.
    Office Manager
    Mobile Phone
    UNITED STATES
    Oct 21, 2024
  • Certified Financial Planner ™ | Chartered Financial Analyst (cfa) Charterholder | Wealth Advisor at von Borstel & Associates, Inc.
    C. S.
    Certified Financial Planner ™ | Chartered Financial Analyst (cfa) Charterholder | Wealth Advisor
    Mobile Phone
    United States, Oregon
    Feb 02, 2026
  • Accounts Specialist at von Borstel & Associates, Inc.
    A. B.
    Accounts Specialist
    Mobile Phone
    United States, Oregon
    May 30, 2026
  • System Specialist at von Borstel & Associates, Inc.
    J. B.
    System Specialist
    Mobile Phone
    United States
    May 12, 2025
  • Employee at von Borstel & Associates, Inc.
    S. P.
    Mobile Phone
    UNITED STATES
    Jul 14, 2023

Frequently Asked Questions

What is von Borstel & Associates, Inc. known for?

Minus sign iconPlus sign iconvon Borstel & Associates, Inc. operates in the Financial Services industry. You can contact von Borstel & Associates, Inc.'s main corporate office by phone at
+1-503-257-****
. Explore von Borstel & Associates, Inc.'s company overview page for more information.

What is von Borstel & Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconvon Borstel & Associates, Inc. employees' email format typically follows the pattern of First@vonborstel.com. Trying to find reliable and up-to-date employee contact data? Find more von Borstel & Associates, Inc. email formats with LeadIQ.

How many employees does von Borstel & Associates, Inc. have currently?

Minus sign iconPlus sign iconvon Borstel & Associates, Inc. has approximately 6 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are von Borstel & Associates, Inc.'s key employees and leadership?

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As of September 2026, von Borstel & Associates, Inc.'s key employees include:

  • Chartered Financial Consultant® (chfc®): W. V. B.
  • Partner: F. V. B.
  • Marketing Director: J. L.
  • Relationship Manager: A. C.
  • Product Marketing Manager: J. E.

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