Rolf Ellingsen

Professional Investment Services for Portland Metro and South West Washington

Financial consultant (show on map)

Registered investment adviser offering financial planning, investing, estate planning, and Oregon PERS retirement services for Portland Metro and SW Washington.

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About

Rolf Ellingsen, AIF®, operates as a financial professional registered with Voya Financial Advisors, Inc. (member SIPC). The practice focuses on helping individuals and families build satisfying retirements through comprehensive financial planning, investment strategies, estate planning, and Oregon Public Employees Retirement System (PERS) benefit analysis.

Services include retirement income planning, pension election analysis, insurance planning, estate and wealth transfer strategies, business entity design, employee retirement benefits, and sustainable investing (ESG). The firm serves employees of large and small businesses, Oregon public employees (PERS members), and the self-employed across the Portland metro area and Southwest Washington. The office is located in Portland, OR, and the practice is licensed for insurance in OR and WA and registered for securities in NM, OR, and WA.

AIF® (Accredited Investment Fiduciary) credential

Specialized Oregon PERS retirement benefit analysis

Sustainable (ESG) investing options through Voya Financial

Four-step structured financial planning process

Serving Portland Metro and Southwest Washington communities

Services

Financial Planning

Comprehensive financial planning to help clients move from hoping for retirement to seeing their path to retirement, including retirement income planning, pension election analysis, insurance planning, estate and wealth transfer strategies, business entity design, and employee retirement benefits.

Retirement Income Planning Pension Election Analysis Insurance Planning Estate and Wealth Transfer Strategies Business Entity Design Employee Retirement Benefits

Investing

Investment management and strategy services to help clients make the most of their investments, with a focus on separating emotion from fact and balancing needs, wants, and savings.

Investment strategy development Portfolio management Educational approach to recommendations

Estate Planning

Preparing for the management and transfer of assets and responsibilities after death or incapacitation, including wills, trusts, powers of attorney, healthcare directives, beneficiary designations, guardianship designations, and funeral instructions.

Last Will and Testament Trusts Power of Attorney Healthcare Directive Beneficiary Designations Guardianship Designations Funeral and Burial Instructions

Oregon PERS Retirement Services

Detailed analysis of Oregon Public Employees Retirement System benefits and the impact of payout elections, integrated into a larger retirement income plan addressing Social Security, investment portfolio, and health insurance needs.

PERS benefit analysis Payout election analysis Social Security integration Investment portfolio review Health insurance needs assessment

Sustainable Investing (ESG)

Investment approach incorporating environmental, social, and governance factors to evaluate companies and build portfolios aligned with clients' values.

Environmental factor analysis Social factor analysis Governance factor analysis Voya Financial ESG integration

Credentials & Certifications

AIF® (Accredited Investment Fiduciary)

Frequently Asked Questions

What is financial planning and how can it help me? +

Financial planning helps move you from hoping for a retirement to seeing your path to retirement. It can answer questions about paying for college, evaluating health care costs in retirement, establishing goals for a second home, or leaving something for the next generation.

What does the financial planning process look like? +

The process has four steps: (1) Goals and Roadblocks — an initial no-cost consultation to understand your situation; (2) Strategize the Solutions — develop strategies to maximize investments and minimize taxes; (3) Make the Right Moves — implement the plan with an educational approach; (4) Make the Adjustments — ongoing monitoring and proactive communication as things change.

What is estate planning and when do I need it? +

Estate planning involves preparing for the management and transfer of your assets and responsibilities after your death or in the event of your incapacitation. It is essential regardless of your age or wealth and includes elements such as a will, trusts, power of attorney, healthcare directive, beneficiary designations, guardianship designations, and funeral instructions.

What services are available for Oregon PERS members? +

For Oregon PERS members, the firm conducts a detailed analysis of retirement benefits and the impact of payout elections. The analysis can be part of a larger retirement income plan addressing Social Security benefits, investment portfolio, and health insurance needs.

What is sustainable (ESG) investing? +

ESG investing incorporates environmental, social, and governance factors into investment decisions. Environmental factors include climate change risk, carbon emissions, water issues, and pollution. Social factors include diversity, labor management, and product liability. Governance factors include board structure, business ethics, and compensation practices.

What credentials does Rolf Ellingsen hold? +

Rolf Ellingsen holds the AIF® (Accredited Investment Fiduciary) designation and is a registered investment adviser representative with Voya Financial Advisors, Inc.

Is this a tax or legal advice service? +

No. Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Clients should consult with their tax and legal advisors regarding their individual situation.

Where is the office located and what areas are served? +

The office serves the Portland Metro area and Southwest Washington. The firm is licensed for insurance in Oregon and Washington, and registered for securities in New Mexico, Oregon, and Washington.