Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
3yrs
David Case
Financial advisor at Planful Finance
David Case is a fiduciary financial advisor in Lake Oswego, Oregon, with 3 years in the industry. David joined Planful Finance in 2024, a firm offering financial planning and investment management. David holds the CFP® designation.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office525 3rd Street Suite 200, Lake Oswego, OR 97034
FirmPlanful Finance
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$894,319
Advisors at the firm2
States licensed ?1 state
Services through Planful Finance
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowPlanful Finance LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Planful Finance at 503-395-5005 and ask for David Case. David works from the Lake Oswego, OR office.
How long has David been a financial advisor?
David has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Planful Finance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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