Columbia Wealth Advisors LLC was formed in 2017 by Andy Kangas. Cultivating the book of business and strong reputation his father had built since 1988, Columbia Wealth Advisors LLC represents years worth of expierence in helping people grow their assets, their relationships, and leave exceptional memories of goodwill to future generations.
Principal adviser and founder of Columbia Wealth Advisors LLC
Andy took the leadership reigns officially in 2017. He holds a securities license series 65 and series 7 and is also licensed to sell insurance in Oregon and Washington.
He has a growing family and regularly has foster kids in his home. On his free time he loves writing and recording music and playing live shows in his family band, The Columbia County Coyotes.
David joined the firm in 2012 and brings a deep knowledge of the state of Oregon. His relational nature makes him excellent at giving many presentations throughout the year on estate planning and our approach.
He has a large family and maintains a small farm in Rainier, Oregon. He enjoys hunting, fishing, and all things outdoors.
Matt started out in the financial industry in 1988. His leadership led to forming Columbia Wealth Advisors LLC. His vast expierence has made him a key ingredient to our thought leadership and unique approach to estate planning and charity.
He is still madly in love with his wife of 48 years and enjoys playing his Fender Stratocaster.
We use Trade PMR for our back office and custodial services. Their exceptional personal service and technology has won us over from other large custodians like Charles Schwabb or TD Ameritrade.
You can learn more about them here.
You can find more info about Columbia Wealth Advisors LLC at the SEC's website.
NOTICE: Andy Kangas is a Registered Representative of Coastal Equities, Inc. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Visit Andy's broker check HERE.
Please visit www.finra.org and www.sipc.org for more information pertaining to investors.Columbia Wealth Advisors LLC does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.