| Advisor Profile |
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| Name: |
Greg Bowen, CFP®, ChFC® |
| Phone Number: |
(503) 608-4143 |
| Website: |
Visit Website
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| Research This Advisor |
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Business Description |
| My financial planning practice emphasizes a conservative investment management approach utilizing various forms of securities and alternative investments. I specialize in advising retirees and those near retirement on how to make the best use of their financial resources.
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General Information |
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| Name of Broker/Dealer: |
Pacific West Securities, Inc.
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| States Licensed in: |
OR, CA, WA
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Individual Investors, Businesses
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Services |
| Investment Types: |
Real Estate, Options & Futures, Bonds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Mutual Funds, Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Certified Senior Advisor (CSA)®
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| Securities Licenses: |
Series 65, Series 63, Series 7, Series 24, Series 6
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Life, Health, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Paladin Registry
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
6000
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| Advisor's Number of Clients: |
180
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
250,000
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| Compensation Methods: |
Hourly, Based on Assets, Commissions
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| Fee % Based on Assets: |
1%
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| Minimum Fee Charged for Managed Accounts: |
$500
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| Minimum Fee Charged for Hourly Planning Accounts: |
$600
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| Minimum Fee Charged for Flat Fee Accounts: |
$600
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| Prepared By: |
Greg Bowen, CFP®, ChFC® |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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16 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant. |
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What is your approach to financial planning? |
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Comprehensive Financial Planning with all fees fully disclosed. We offer a complementary 60 minute consultation to discuss if the services you are seeking match with the services our firm provides. |
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What services do you offer? |
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Full Financial Planning, Business Planning, Estate Planning & Charitable Planning. |
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Do you provide a free initial consultation? |
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What are your qualifications? |
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16 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant. |
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What is your approach to 401 K plan rollovers? |
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We implement the use of Tactical Money Managers, we don't believe in Buy & Hold. |
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How long does the process of rolling over a 401K plan usually take? |
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What financial institutions do you represent? |
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All the major institutions, TD Ameritrade, Fidelity, Pershing, NFS, Etc |
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How many years of experience do you have? |
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Why should I roll over my 401K plan to your firm? |
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As an Independent Fee Based Advisor we can represent our clients to the universe of investments options. NO PROPRIETARY INVESTMENT PRODUCTS |
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Do you provide a free initial consultation? |
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