David Pullin, CFP®

David Pullin, CFP®

Partner

As a founding partner, Dave has been with CFG Wealth Management since the firm’s inception in 2005. He works closely with CFG clients to ensure that they are on track to meet their long-term financial goals. Previously, Dave worked as an investment adviser at Equitable, with a focus on financial planning and retirement. His career began there on October 1, 1986, the 30th anniversary of his mentor, and father, Don Pullin.

As a CERTIFIED FINANCIAL PLANNER™ professional, Dave is held to the highest ethical and educational standards. Every two years, 30 hours of continuing education is required, including two hours of Code of Ethics review. Dave graduated from the Wharton School’s Executive Program in Retirement Planning and holds a degree in business administration from Lewis and Clark College.

Currently, Dave supports Portland-area charitable causes. He has served on the board of Road to Hope, a faith-based non-profit maternity home that provides for the needs of young women and their babies caught in the cycle of abuse, poverty, and neglect. He also supports Every Body Athletics, which is committed to creating a lasting impact on the physical, social, and emotional well-being of adults with disabilities through inclusive group exercise.