B Wade Garber, CFP®, AEP®, CLU®, REBC®, RHU®

Wealth Management Advisor

  • Office 503-445-5438
  • Fax 503-223-9061

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Education

University of Oregon 
Bachelor of Science degree in Business Administration
 

Designations

CERTIFIED FINANCIAL PLANNER™ (CFP®) 

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients. ..

Accredited Estate Planner (AEP®)

The AEP designation, granted by the National Association of Estate Planners & Councils, provides advisors with the ability to effectively advise clients in the areas of gift and estate planning covering important topics such as taxable transfers, property valuation, charitable and other deductions, and contractual beneficiary designation and operation of law

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism. 

Registered Employee Benefit Consultant (REBC®)

The REBC® designation provides deep, practical knowledge on pensions and retirement plan funding, installation and administration. This comprehensive program also covers group medical plans, long-term care executive compensation, and personnel management. 

 Registered Health Underwriter (RHU®)

The RHU® designation provides the most up-to-date, relevant education and information on group insurance benefits and health insurance for individuals and families. The program also covers the major benefit protection laws, including Continuation Coverage (COBRA), Employee Retirement Income Security Act (ERISA) and Health Insurance Portability and Accountability Act (HIPAA).  

Life Underwriter Training Council Fellow (LUTCF)

The LUTCF designation provides insurance professionals the skills and knowledge necessary to  communicate product knowledge to their clients.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck