Markus Stoffel                 503-805-7291                       Email                       Portland, Oregon Office
 
New Outlook Financial represents the intersection of two of my great passions: creating a sustainable world, and helping people to achieve financial health. We need both for a balanced life.
 
When I moved to America from my native Switzerland in my mid-twenties, my initial exposure to construction ignited an interest in solar and energy efficient building technology. After my wife and I settled in Portland, we founded Environmental Building Supplies (now known as Green Depot) because we were convinced that consumers wanted direct access to green building products. Over our fourteen-year ownership, the business became a household name in the sustainable building industry.
 
After selling EBS and completing a major solar and energy efficiency retrofit on our house, I worked for a solar business bringing residential photovoltaic systems to many Portland-area homes. I also joined the board of Solar Oregon as treasurer and eventually served as executive director through a time of transition.
 
During this time, I realized that I have always enjoyed optimizing financial resources and developing and managing plans and opportunities. This fresh realization convinced me to attend the University of Portland’s Certificate Program in Financial Planning. I am delighted now to be part of the team at New Outlook Financial, where I can apply my skills in an environment that shares my values.
 
There are two things that I love about this work; the variety of challenge, and the chance to help people. Because everyone’s financial situation is unique, each project stretches my creativity. I like mapping out the path between clients’ current circumstances and their future goals. The results are always different and gratifying.
 
When I’m not at the office, I enjoy puttering around my NE Portland home and garden with my wife Abby and daughter Naomi.  Many of our neighbors have become friends over the years thanks to our connections fostered through the Ainsworth Street Collective. When I leave town, I like to take in Oregon’s natural treasures with hiking, skiing, sailing and photography.
 
  1. Education/Training
  2. Candidate for CFP® Certification
  3. Executive Certificate in Financial Planning, University of Portland
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  5. Professional Affiliations
  6. Member, Financial Planning Association
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New Outlook Financial, LLC   813 SW Alder Street   Suite 830  Portland, Oregon 97205   503-379-1922  team@new-outlook.com