Financial Advisor Steven Goto has been working in the industry for about six years. As a sole proprietorship working under the Waddell and Reed banner, Goto services the Willamette Valley, including Salem, Monmouth and Independence. His clients include businesses and individuals who are looking to be financially successful or to achieve long-term financial goals like college and retirement.
“It’s a lot of looking at the way your debt is consolidated, or your debt is structured, so that you can do things most efficiently,” says Goto.
As a financial advisor, Goto meets with a lot of business owners who want to support other local businesses. That can be expensive, so he tries to help the businesses structure what they are doing so that it is sustainable.
“You can send your dollars to some large organization [with its headquarters in another place],” says Goto, “but those dollars will never come back to support you.”
By purchasing items locally, people and businesses are ensuring that those items will be available in the future.
Goto says that his work with Partnerships in Community Living and as a board member with the Monmouth-Independence Chamber of Commerce keep him pretty busy and allow him to be in Monmouth at least three or four times a week.
Goto is also a member of the Northwest Area Leadership Council for SMART (Start Making a Reader Today), an organization that engages with kindergartners through third graders. Volunteers spend an hour a week reading to students in an effort to ignite a love for reading, and the students get books to take home.
Goto can be contacted by phone between 9 a.m. and 5 p.m. at (503)371-8958 or through email at firstname.lastname@example.org and works in Salem out of the Meridian Building. When in Monmouth, he works out of MaMere’s Bed and Breakfast.