Portfolio Financial Servicing

Daniel Dollinger, CPA CFP is a highly experienced Certified Public Accountant and Certified Financial Planner Professional based in Salem, Oregon. With over 25 years of expertise in the financial industry, Daniel provides a range of services including financial planning, investment management, tax consulting, and business development consulting. His goal is to educate and empower individuals to make informed financial decisions, helping them achieve financial security and peace of mind. As the founder of Dollinger Management, Inc., a Registered Investment Adviser (RIA), Daniel manages investment portfolios on a fee-only basis. He believes in establishing long-term relationships with his clients, with a majority of them having been with him for at least 5 years. Fluent in English, Mandarin Chinese, Spanish, and Pohnpeian, Daniel is dedicated to providing personalized and actionable solutions to his clients' financial, investment, and tax needs.Generated from the website

Founded by Patrick Becker in 1976, Becker Capital Management is one of the leading financial advisory firms in the United States. Independent and employee owned, Becker s investment professionals, portfolio managers and analysts, have more than 30 years combined experience. The firm offers custom-designed investment solutions to individual and institutional investors, corporations, public funding companies, foundations, endowments and Taft-Hartley clients. Located in Portland, Ore., it provides a wide variety of services, such as large-, mid-and small-cap equities, fixed-income and balanced account asset allocation service.