Calvin S. Sumner, CLU, ChFC, MSFS

Calvin S. Sumner, CLU, ChFC, MSFS

President

Phone: (503) 597-2700
Fax: (503) 597-2710
E-mail:
 

EDUCATION

Lewis & Clark College - B.S. 1970
University of Southern California - Graduate Study
Chartered Life Underwriter (CLU) - 1978
Chartered Financial Consultant (ChFC) - 1986
American College - Bryn Mawr, PA
    Masters of Science in Financial Services (MSFS) 1983
    Masters of Science in Management (MSM) 1987

PROFESSIONAL

Who's Who in American Business
Estate Planning Council of Portland, Inc.
Society of Financial Service Professionals - 1978-Present
President Portland Chapter CLU 1985-1986
    Board Member 1981-1987
Portland General Agents &: Managers Association President 1990-1991
Former Life &: Qualifying Member, Million Dollar Round Table, Court of the Table
National Association of Insurance and Financial Advisors 1972 - Present
Portland Association of Insurance and Financial Advisors - Board Member 1994

CONCENTRATION

Sumner Financial Group offers an array of health insurance, group insurance, and retirement plans for individuals and businesses based on their needs and goals.