Since 1978, Sumner Financial has provided comprehensive insurance and financial solutions to meet the needs of businesses, individuals, and families. Based in Lake Oswego Oregon, Sumner Financial helps individuals, families, and businesses achieve their insurance and financial goals in an efficient and suitable manner.

As an independent firm, Sumner Financial is appointed to a variety of insurance and financial institutions, allowing us to search a wide network of companies to find the best rate and coverage for each of our clients.

Founder, Calvin S. Sumner

Cal Sumner founded Sumner Financial out of his desire to offer clients a wider range of products and services than could be obtained through a single provider. His knowledge, experience, and commitment to the customer continue to drive Sumner Financial nearly 30 years after its founding.

Cal is certified as both a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant, as well as having master’s degrees in both Financial Services and Management.