Noah Steinbrenner, CFP®

I’ve worked in the financial industry for over six years in which I've developed a deep interest in understanding market dynamics. Trading stocks and options at an early age, led me to study economics and psychology in college and ultimately pursue a career helping individuals and families make thoughtful financial decisions.

I am driven by the opportunity to make a meaningful difference in clients' financial lives. I focus on simplifying complex concepts into clear, actionable steps that help clients make confident decisions. During periods of market volatility, my priority is maintaining a disciplined, long-term strategy, so clients can stay focused on their goals without added financial stress.

I value building long-term relationships and serving as a trusted partner throughout each client’s financial journey. Seeing a plan come together, helping clients reach meaningful milestones, and providing clarity during uncertain moments are the most rewarding parts of my work. I also enjoy the ongoing challenge of staying engaged with market changes and continuously improving the strategies I use to support clients. Ultimately, it's the human connection that makes my work so meaningful.

I grew up in the Bay Area, attended UC Davis, and moved to the Portland area shortly after. I now live in Tigard with my wife and daughter. We try to prioritize family time despite our busy schedules.

I like to consider myself an athlete. I don't enjoy staying in one spot for long periods—I'm always on the go or out doing something. I love running, lifting weights, playing basketball, and hiking. And of course, spending time with my family.

I hold a Bachelor of Science in Economics and a Minor in Psychology from the University of California, Davis.

Credentials: SIE, Series 7, 63, 65, CFP®