I like to think of myself as a connoisseur of world travel and seeker of the unexpected road. Originally, I started my wealth management practice to help those who are looking for financial growth and independence in retirement, but also to provide my family with the means to live in beautiful Central Oregon, where we spend large amounts of our free time outdoors enjoying the natural beauty that surrounds us here.
I am also an involved member in the Bend community! I’ve taken great pride in making an effort to participate and improve life for all community members in the city I call home, and I hope to become more involved in the greater Northwest community for years to come. Here are a few ways I’ve worked toward encouraging an engaged community:
- Chairman of the Bend, Oregon, Chamber of Commerce,
- Chairman and committee leader for City Club of Central Oregon
- Chairman for Toastmasters Central Oregon Chapter
- Author of the financial column for Cascade Business News
You can reach me at 541 390-3832
November 19th, 2021 | 42 mins 11 secs
Today on Podcasting Stories, we're talking with David Rosell, President of Rosell Wealth Management in Bend, Oregon.
In this episode, we learn more about the firm, David's unique approach to wealth management, and how he's focused on helping retirees and people approaching retirement maximize their income.
We also talk about how he engages and builds a rapport with this group of people, specifically the two excellent books he's written to guide people on their journey to financial independence, and his podcast that amplifies the message in his books.
If you've ever considered having your own podcast, or writing a book, this episode has a lot of great ideas and lessons that David has learned from his show so far.