Broker Check

698 NW York Drive
Bend, OR 97703
Office: (541) 389-3624
Fax: (541) 389-3579

Team

 

Jake Paltzer, CFP®

Wealth Consultant

(541) 389-3624

(541) 389-3579

[email protected]

Jake is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner with LPL Financial. Jake and his wife moved to beautiful Bend, Oregon, to raise their children. He enjoys alpine skiing and golf, as well as camping and hiking...
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Susan Paltzer

Administrative Assistant

(541) 389-3624

(541) 389-3579

[email protected]

Susan Paltzer is an Administrative Assistant with Paltzer Wealth Management. In this role, she handles the administrative details that make our firm run smoothly, while providing the high level of service that our clients have come to...
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