Summary
Overview
Work History
Education
Skills
Timeline
Generic

David Imhoff

West Linn

Summary

Diligent financial planner with strong background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.

Overview

13
13
years of professional experience

Work History

Financial Advisor

Multnomah Group
01.2018 - 05.2025
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

High School Social Studies Teacher

Banks School District
08.2014 - 05.2017
  • Planned and implemented integrated Social Studies lessons to meet Common Core Curriculum Standards.

High School Social Studies Teacher

Evangeline Parish School Board
01.2012 - 05.2014
  • Created lesson plans and made adjustments based on overall class performance throughout year.

Education

Master of Arts - Political Science

Miami University
Oxford, OH

Bachelor of Arts - Political Science

The Ohio State University
Columbus, OH

Skills

  • Certified Financial Planner
  • Series 65 licensed IAR

Timeline

Financial Advisor

Multnomah Group
01.2018 - 05.2025

High School Social Studies Teacher

Banks School District
08.2014 - 05.2017

High School Social Studies Teacher

Evangeline Parish School Board
01.2012 - 05.2014

Master of Arts - Political Science

Miami University

Bachelor of Arts - Political Science

The Ohio State University

Similar Profiles

CREATE PROFILE
David Imhoff