Tom Fink, CLU®, ChFC®, CLTC

Financial Advisor

Tom Fink
President at Compass Rose Financial Services

EXPERIENCE:

  • Working with retirement plans since 1975
  • Providing client-focused financial services to businesses and individuals, helping them plan and save for their financial dreams

EDUCATION & CREDENTIALS

  • Bachelor of Science in Economics, Portland State University, Portland, OR
  • Industry designations: CLU®, ChFC®, CLTC

INTERESTS:

  • Tom enjoys sharing he's from the land of cheese, trees and ocean breezes.  Born and raised in Tillamook, Oregon, he was the first in his family to attend college.
  • Tom believes in making a difference in his community. Through his philanthropy, he is actively involved in Janus Youth Programs, the Portland State University Foundation and St Mary's Academy.  
  • For his philanthropic work, Tom has received:  Janus Youth Programs Champions for Children, Portland State University Simon Benson Award for Alumni Achievement and the Presidential Medal and St. Mary's Academy Mother Marie-Rose Award.
  • In his personal time, Tom enjoys traveling and golf, but his favorite activity is spending time with his wife Marilyn, three daughters and their families, and being Papa to four grandchildren.


Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Tom Fink, Financial Advisor. Compass Rose Financial Services is not an affiliate of any company of the Principal Financial Group®. 3435199-032024



Phone (503) 227-8281
Fax (844) 222-9830