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Trevor Bulman, Financial Advisor

FINANCIAL ADVISOR
Trevor D Bulman

CFP®, AAMS™
1803 NW Kings Blvd, Corvallis, OR 97330opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities

About Trevor

Once my professional sports career ended early on (as in "never happened!"), I knew that I had a desire to work relationally with people. I have a passion for meeting people where they are in life and partnering alongside them, while at the same time discussing sensitive topics. For many, finances can be one of the most difficult subjects to consult about openly and honestly. It is also one of the most important facets of our lives.

I was born and raised an Oregon boy. Originally from central Oregon, I had the opportunity to join "valley life" as a teenager....

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Grand Canyon UniversityBachelor of Science

Personal Interests

  • Fishing
  • Archery
  • Music
  • Traveling
  • Camping

Team Members

  • Kristi Olsen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(541) 257-1148

Fax

(888) 644-4262

Office Address

1803 NW Kings Blvd
Corvallis, OR 97330opens in a new window

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