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Damon Winter, CFS®, CIS™, CES™, LUTCF®

Member in Good Standing
Financial Planner
Lake Oswego, OR
CFS® CIS™ CES™
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About Damon

For three decades Damon has focused his expertise on helping retirees, business owners, and families reach their financial objectives. Key to this process is the ability to listen carefully to clients and help them craft a clear strategy for managing risk, controlling taxes and making more informed financial and investment decisions. Damon\'s expertise has been featured in numerous publications including OregonLive, Advisor Today, InsuranceNewsNet, Round the Table, Employee Benefit News and the Agents Sales Journal. Damon is a member of the National Association of Insurance and Financial Advisors and served as the NW Oregon President in 1992. He also is a member of the Institute of Business and Finance and is a Qualifying Member of the distinguished Million Dollar Round Table. Damon served on the SAFECO Insurance Regional Advisory Council as well as the Symetra Investment Services President\'s Advisory Council. Intent on contributing to his community, Damon has been recognized as the principal local fundraiser for Operation Hope, a global nonprofit organization promoting financial literacy in low-wealth communities. He additionally volunteers with Banking On Our Future and the Financial Beginnings programs, education young people in Oregon and Washington through courses in banking, money management and investing. Securities and Advisory Services Offered through KMS Financial Services, Inc

Licenses

Series 6
Series 63
Series 65
Series 7
Life
Health, Property & Casualty

Other Credentials

LUTCF®

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs

Contact Damon

Lake Oswego, OR
Email

At a Glance

IBF Designations 3
Member Since 2007
Other Credentials 1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.