wiseradvisor

Greg Bowen, CFP®, ChFC®
Cascadia Wealth Management

Tel: (503) 620-5236
8050 SW Pfaffle St. #100
503-620-5236
Portland, OR 97223

Financial Solutions for your Lifetime

Cascadia Wealth Management | Financial Advisor in Portland ,OR

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.


General Information

Firm Start Year:   1998
No.of Employees:   20-49
Name of Broker/Dealer:   Cetera Advisors LLC
Name of Custodial Firm:   TD Ameritrade and Pershing
Number of Years with Current Firm:   13
Work Experience:   26 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant.
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Insurance, Real Estate, Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Annuity, Health, Variable Annuity, Long Term Care, Life
Financial Organization Memberships:   Financial Planning Association (FPA), FSI


Firm Information

Firm's Number of Clients:   4000
Assets Managed by Firm:   $515,000,000
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   125
Advisor's Number of Planning Clients:   110
Assets Managed by Advisor:   950000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Based on Assets, Commissions
Fee % Based on Assets:   1%
Minimum Fee Charged for Managed Accounts:   $2500
Minimum Fee Charged for Flat Fee Accounts:   $1000



Faqs

  • Do you have a customer satisfaction or refund policy? We have strong client retention and promptly return phone calls and emails.
  • What are your qualifications? What is your education background? 21 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant.
  • What is your approach to financial planning? 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.
  • What services do you offer? Full Financial Planning, Business Planning, Estate Planning & Charitable Planning.
  • How many clients do you currently manage? 250
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Disclaimer

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC Cascadia Wealth Management an independent company separate from Cetera Advisors LLC

Greg Bowen, CFP®, ChFC®

Greg Bowen, CFP®, ChFC®

ChFC®

Greg has been assisting investors since 1993 and is one of the Managing Principals of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is a Registered Representative with Cetera Advisors LLC, member FINRA, SIPC.

Gregs 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 generate returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that generate 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 offers investment advisory services through Cascadia Advisory Services, LLC. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.

Greg lives with his wife Debbie, who is a stay at home mother, and two daughters in the Tigard area. Greg is loves to Bike and play Racquetball

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Beaverton Canby
Clackamas Gaston
Hillsboro Lake Oswego
Newberg Portland
Sherwood Tualatin
West Linn Wilsonville
WA

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