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Qualifications of Financial Advisor in Lake Oswego

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Financial Advisors in Lake Oswego, Oregon
Financial Advisor Office Location Phone Number
Laura Johnson,
Financial Engines Advisors, LLC
10500 SW Greenburg Suite 200,
Portland, OR  97223
(503) 718-6118
Greg Bowen, CFP®, ChFC®,
Cascadia Wealth Management
8050 SW Pfaffle St. #100,
Portland, OR  97223
(503) 620-5236
Michael D. Clancy, CDFA,
UBS Financial Services, Inc.
805 SW Broadway,
Portland, OR  97205
(503) 226-1826
David Fennell,
Financial Engines Advisors, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA  98683
(360) 882-4900

Information on Qualified Financial Advisors in Lake Oswego

Qualifications CRD# 5699501
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 10500 SW Greenburg Suite 200,
Portland,
OR 
97223
Phone Number (503) 7186118

Joined Financial Engines in 2014. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Bachelor of Science in Psychology from Portland State University and Masters in Business Administration from University of Phoenix. Married to Aaron. They have four children: Bryce, Connor, Aidan, and Sydney. Laura has a husky lab mix named Daisy and she enjoys hiking, camping, traveling, reading and exploring new places.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2328903
FirmCRD# 10299
Series 6, 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR 
97223
Phone Number (503) 6205236

Greg has been assisting investors since 1993 and is the CEO of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC. He is licensed in the States of Oregon, Washington and California. Greg's financial planning practice emphasizes a conservative investment management approach and he believes clients are best served by utilizing active money management strategies that are designed to pursue returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that pursue returns relative to the amount of risk that is taken. This strategy allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns. Past performance is not indicative of future returns. Greg lives with his wife Debbie, who is a stay at home mother, and two daughters in the Tigard area. Greg is an avid racquetball player and an erratic golfer.

About Cascadia Wealth Management

My financial planning practice emphasizes a conservative investment management approach utilizing various "Active Money Mangers" and alternative investments. I believe my clients are best served by utilizing active money management strategies that are designed to pursue strong returns while reducing the level of risk that is found in most stock and bond market investments. Active management is characterized as taking a proactive approach that utilizes Fundamental and Technical Analysis to create value in a portfolio beyond that of a "Buy-and-Hold" strategy. Active Management attempts to limit an investor's risk exposure in "down" stock markets, while pursuing growth when the stock market is moving up. My goal is to provide investment programs that pursue strong returns relative to the amount of risk that is taken. This allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns.



Qualifications CRD# 4387886
Series 7, 31, 66


Office Location 805 SW Broadway,
Suite 2600,
Portland,
OR 
97205
Phone Number (503) 2261826

Michael Clancy has been in the financial services industry since 2001. He began his career at Morgan Stanley and moved to Merrill Lynch in 2008 before joining UBS in 2012. Michael made the move to UBS so that he could continue to help people fulfill their long term goals and current needs, regardless of their net worth or asset size. Michael is a Certified Divorce Financial Analyst(CDFA) awarded by the Institute for Divorce Financial Analysts Inc. His other areas of specialty include retirement and special needs planning. Michael takes a holistic view of each client's needs, goals and visions. He conducts his practice with utmost honesty, integrity, transparency and compassion resulting in the cultivation of long term relationships. A native of the Portland area and a fifth generation Oregonian, Michael earned a B.S. Degree in Business Administration from Oregon State University in 1977. He has been married for 33 years to Marina who owns her own small business. They have a daughter and two sons, Fran, 36, Nick, 32, and John, 29 as well as two wonderful grandchildren, Tyler and Camren. Michael enjoys spending time with his family, reading, gardening, traveling and working outdoors. Michael is a life member of the National Eagle Scout Association and is also active in the Boy Scouts of America. He is a member of the Oregon State Alumni Association and participates in LMV as a member.

About UBS Financial Services, Inc.

LAKE OSWEGO OFFICE: 5285 Meadows Rd, Lake Oswego, OR 97035 In today's economy, uncertainty is understandable. However, with the right Financial Advisor standing beside you, you can have the peace of mind and confidence to pursue your financial future?no matter what the markets or your life may bring. UBS Wealth Management Americas excels at helping you pursue your goals because our singular focus is wealth management. Our Financial Advisors have experience managing significant wealth, drawing on proprietary research devoted exclusively to helping private clients make better investment decisions. If your wealth management goals require unconventional thinking and strategic partnerships, you?ll quickly understand what it means to be a UBS client. In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At UBS, our balance sheet is strong, and we have a presence in more than 50 countries around the world. Our capabilities, resources and enterprises are fully aligned to create an outstanding experience for you as a UBS client, and we are committed to being proactive and responsive to your needs.



Qualifications CRD# 5068948
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA 
98683
Phone Number (360) 8824900

Joined Financial Engines in 2007. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Degree in Information Technology - Security from Western Governors University. Married to Nicki. They have two children: Cailin and Haley. David enjoys sports, hunting, fishing, camping, and spending valuable time with family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Lake Oswego, Oregon
Rhodes Econometrics, Inc. Lake Oswego, OR
Rhodes Econometrics, Inc. Lake Oswego, OR
NW Business Center Portland, OR
Financial Benefits Resources Portland, OR
Wachovia Securities Portland, OR
Waddell & Reed Beaverton, OR
Waddell & Reed Beaverton, OR
Allen Capital Management, LLC Portland, OR
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