Cascadia Wealth Management | Financial Advisor in Portland ,OR

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

Financial Solutions for your Lifetime


About

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.

22 Years of Experience



General Information
Firm Start Year:   1998
No.of Employees:   20-49
Insurance License#:   603069
Name of Broker/Dealer:   Cetera Advisors LLC
Name of Custodial Firm:   TD Ameritrade and Pershing
States Licensed in:   OR, CA, WA, ID
Number of Years with Current Firm:   13
Work Experience:   22 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:   Real Estate , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via phone , Via email


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


Firm Information
Firm's Number of Clients:   4000
Assets Managed by Firm:   $515,000,000
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   75
Assets Managed by Advisor:   $50,000,000


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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Commissions , Hourly , Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   $200
Minimum Fee Charged for Managed Accounts:   $500
Minimum Fee Charged for Hourly Planning Accounts:   $1000
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
see more

DISCLOSURE


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®, CERTIFIED FINANCIAL PLANNER™ Certificant, AIF

Biography


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.

Communities Served

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

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Social Networks


tweeter facebook linkedin google plus