Calvin S. Sumner CLU, ChFC, MSFS

President

Calvin has an extensive background in financial planning.  His goal is to offer financial solutions for individuals and businesses through investments, risk management strategies, tax planning and estate conservation.

EDUCATION 

  • Lewis & Clark College - B.S. - 1970
  • University of Southern California - Graduate Study
  • Chartered Life Underwriter (CLU) - 1978 
  • Chartered Financial Consultant (ChFC) - 1986 
  • American College - Bryn Mawr, PA 
  • Masters of Science in Financial Services (MSFS) - 1983 
  • Masters of Science in Management (MSM) - 1987 

PROFESSIONAL 

  • Who's Who in American Business 
  • Estate Planning Council of Portland, Inc. 
  • Society of Financial Service Professionals - 1978 - Present - 
  • President Portland Chapter CLU - 1985 - 1986 
  • Board Member - 1981-1987 
  • Portland General Agents & Managers Association President - 1990 - 1991 
  • Former Life & Qualifying Member, Million Dollar Round Table, Court of the Table National Association of Insurance and Financial Advisors - 1972 - Present
  • Portland Association of Insurance and Financial Advisors - Board Member -1994