GOLDMARK FINANCIAL PLANNERS, LLC

We Are:

Wolfgang T. Sailler
Certified Financial Planner ™

Joseph D. Witt
Certified Financial Planner ™

Email Us

401(k) & TSA participants
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PO Box 5190
Salem, OR 97304-3060

Call or Write:
Office: (503) 375-0208
Home: (503) 587-9811
Fax: (503) 371-2615
wolfgang@goldmarkfp.com

Wolfgang Sailler

Wolfgang Sailler entered the field of personal Financial Services on Feb. 1, 1991, as a life and disability insurance agent with Mutual of New York, adding health insurance and variable products the following year. The captive agent system turned out not to be to his liking and in August 1993 he struck out on his own as WTS Financial and Insurance Services, adding a stock broker's license on the way and affiliating with SunAmerica Securities, Inc. for the securities business. 

After becoming a CFP(R) designee in 1997, he opened the door to fee-based services by setting up his own registered investment adviser under state law and conducting business in a dual relationship as broker and investment adviser with SunAmerica Securities, Inc.

In 2001 he formed Goldmark Financial Planners, LLC and  moved away from all commission related securities business to a fee-based model. All the while he stayed insurance licensed and moved to include long-term care offerings as well as previously owned annuities to the mix of products and services offered.

Get in touch with Wolfgang by calling  503-375-0208 or sending him an email message at wolfgang@goldmarkfp.com.

Contact Us

(503) 375-0208
wolfgang@goldmarkfp.com

 

 

 

PO Box 5190
Salem, OR 97304-3060

 


 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Goldmark Financial Planners, LLC, is a Registered Investment Advisor Firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Goldmark Financial Planners, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

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