Gavin Bullock

Gavin is passionate about providing a consultative approach to helping his clients achieve their financial goals, ensuring each plan is tailored to their unique needs and aspirations. As an Investment Advisor Representative, he brings dedication, strategy and teamwork to every client relationship.

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Gavin holds Series 7 and Series 66 certifications, life and health insurance licenses, and degrees in international business and Spanish from Pacific University, equipping him with the knowledge to deliver comprehensive financial guidance. With experience both as an Advisor and as a Retirement Plan Consultant, he brings a well-rounded perspective to financial planning and client service, ensuring his clients receive the best possible advice and support.

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A native of the Pacific Northwest, Gavin enjoys spending his free time with his wife, Alyssa, exploring the outdoors. Whether he’s on the golf course, fishing or enjoying quality time together, Gavin applies the same focus and commitment to his personal life as he does to helping his clients achieve their financial goals.