As a Financial Advisor, Duane’s primary objective is to create a financial plan for those he works with, with the end goal being the accumulation of wealth while working to put risk management strategies in place.
When working with his clients, Duane tries to make sure all recommendations meet these three criteria: they must be logical; affordable; and within your comfort level.
Duane is a Financial Advisor with Waddell & Reed and CERTIFIED FINANCIAL PLANNER™ professional. He began his financial advising career in 2010 after a career in the civil engineering field and holds a Bachelors of Science degree in Civil Engineering from Oregon Institute of Technology. He believes his analytical background coupled with a passion for people provides him a comprehensive combination of skills that allow him to be proactive, engaged with clients’ needs and think outside the box when addressing concerns or problems.
He has built a practice predicated on developing, building and maintaining lasting relationships with his clients. Together, you will assess your current monetary position, explore your financial goals and manage your finances going forward. Duane strives to provide clear, easily understood explanations of financial products, financial services and financial concepts. The personalized plan that is built - as a team - will provide the roadmap to a more independent financial future.
To serve his clients, Duane holds the following licenses and registrations:
He has also obtained his CERTIFIED FINANCIAL PLANNER™ certification.
Duane can assist you in any of the below areas.
In addition he is always happy to provide you with referrals for practitioners in related industries as needed.
Duane J. Silbernagel, CFP®: Taking Planning Personally.
Insurance product are offered through insurance companies with with Waddell & Reed has sales arrangements.
The Piranha Tank
To succeed in today’s ever-changing global marketplace, collecting the best data is not enough. True success comes only with disciplined analysis and rigorous debate.