| |
|
|
|
Principal Biographies
Donald L. Bielen, MBA, CFP
Principal
E-mail Don
Donald Bielen is the manager of The Rainier Group’s Portland, Oregon consulting operation. Since 1992, Donald has advised affluent business owners and individuals throughout the Pacific Northwest. He specializes in lifetime business transitions, advanced estate planning and wealth management for the affluent individual. As a Project Manager, Donald works closely with the client’s advisors as a coordinated team to implement defined planning strategies.
Donald holds a CFP® designation and is a Certified Financial Planner™ practitioner. His education includes a Masters degree in Business Administration (MBA) from the University of Oregon, a Bachelors of Science degree in Business Finance and a minor in Economics from the University of Montana. Don is also a member of the Washington State University Planning Giving Advisory Board, Board of Director for a local lumber company, active member in the Rotary Club of Portland and serves on various advisory and committee boards in the greater Portland metro area.
|
|
|
|
|
|
“A proactive long-range approach is the most effective method to generate meaningful results. Most individuals address problems as they arise. Being reactive is the least efficient approach and fails to take advantage of significant lifetime opportunities. Most owners delay planning because they have not defined objectives for the business, family or their personal financial situation. Identifying and testing the available options brings clarity to the objectives and sets the stage for quality decisions. These are some of the critical steps necessary to create a defined long-term strategy that balances business, family and personal financial objectives.”
|
|
|
|
 |