Biography

As a Wedbush Financial Advisor, I am dedicated to serving my clients, both locally and worldwide. I believe my clients come first and I work hard to help them achieve their financial goals. With over 30 years of experience in the securities industry, I am committed to using my experience and knowledge to help educate clients to make informed investment decisions.

I also develop tailored investment strategies, to help my clients in reaching both their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.

I would like to be your "Consultant for Life". Please contact me for a portfolio review.

BACKGROUND

I have been a Vice President, Investments at Wedbush for the past 15 years. Prior to joining Wedbush, I held positions at Sutro & Co., Charter Investment Group, Merrill Lynch, Pierce, Fenner & Smith, and Wells Fargo Bank (First National Bank of Oregon). I earned my Bachelor of Business Administration (BBA) from Central Washington University and my MBA from Portland State University. I am a former board member and treasurer of the America Cancer Society's Oregon Division. When not in the office, I enjoy gardening, golf, and white water rafting. I am a native of the Northwest, being born and raised in the Seattle area and moved to Oregon in 1973, where I have lived ever since. I have been married to my wife, Debbie, for over 40 years, and have 3 children (2 daughters and a son) and five grandchildren.


Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

  • Open a Wedbush NEXT spend account
  • Set and manage savings goals
  • Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

Daniel Deymonaz Wedbush Next Referal Code