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About Us
Calvin S. Sumner, CLU, ChFC, MSFS
President
Sumner Financial
Sumner Financial Group is a Financial Services Firm that offers financial solutions for individuals and businesses.
EDUCATION
Lewis & Clark College - B.S. 1970
University of Southern California - Graduate Study
Chartered Life Underwriter (CLU) - 1978
Chartered Financial Consultant (ChFC) - 1986
American College - Bryn Mawr, PA
Masters of Science in Financial Services (MSFS) 1983
Masters of Science in Management (MSM) 1987
PROFESSIONAL
Who's Who in American business
Estate Planning Council of Portland, Inc.
Society of Financial Service Professionals - 1978-Present
President Portland Chapter CLU 1985-1986
Board Member 1981-1987
Portland General Agents &: Managers Association President 1990-1991
Life &: Qualifying Member, Million Dollar Round Table, Court of the Table
National Association of Insurance and Financial Advisors 1972 - Present
Portland Association of Insurance and Financial Advisors - Board Member 1994
CONCENTRATION
Sumner Financial Group offers an array of health insurance, group insurance, and retirement plans for individuals and businesses based on their needs and goals.
Tony D. Rea
Vice President
Sumner Financial
Sumner Financial Group is a Financial Services Firm that offers financial solutions for individuals and businesses.
EDUCATION
Western College - B.S. 1987
PROFESSIONAL
22 years as the employee benefit specialist for Sumner Financial Group.
CONCENTRATION
Sumner Financial Group offers an array of health insurance, group insurance, and retirement plans for individuals and businesses based on their needs and goals.
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