5000 Meadows Road, Suite 100
Lake Oswego, OR 97035
As Senior Vice President, Program Manager with CB Financial Services, Stephen Poole is responsible for creating consistent and scalable offerings for clients, as well as expanding and integrating retail bank and wealth management services. His simple approach to financial relations involves putting client goals and interests at the top of his priority list.
Stephen has over 20 years of experience in financial services and holds a designation as a Certified Wealth Strategist®. His experience includes nine years at Cetera Financial Group as a wealth management and advisory business consultant. His areas of experience include trading, trusts, estate planning, project management, compliance, and financial planning.
He is a graduate of the University of Hawaii at Manoa with a Bachelor of Arts in political science and holds certificates in project management from University of California, Berkeley, and financial planning from Boston University.
Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.