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

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:

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:

Real Estate, Options & Futures, Mutual Funds, 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:

Via phone, Via email, At my office

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Annuity, Variable Life, Long Term Care, Life, Health, Annuity

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:

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 (Fee and Commissions)

Compensation Methods:

Based on Assets, Commissions, Hourly

Fee % Based on Assets:

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

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
Will you be the only person working with me? No we have a team approach
How are you compensated? How will I pay for your services? Generally on a Fee Basis, Based on Assets Managed or an hourly rate
If you are going to manage my account, will you obtain my permission every time you buy or sell something? No, however any manager changes we will get your permission before changing
Do you offer any guaranteed results? No one does, If they do you need to find another advisor
How much risk should I be willing to take? Depends on what your goals are.
Have you ever been charged with any breaches? No
What services do you provide? What are your specialties? Income Planning and Retirement Planning
What is your experience? How many clients do you currently manage? I have over 21 years in the business and manage over 200 clients
What financial institution(s) do you represent? TD Ameritrade Institutional
How do you charge for your services? Generally as a % of assets managed or on a hourly basis
Why should I choose you as my financial advisor? I am independent and the experience to help you navigate the financial challenges of retirement. I am NOT part of a publicly traded company with pre-set investment protocol or more worried about trying to make our shareholders more profitable
What are your qualifications? 21 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant.
What is your approach to 401 K plan rollovers? We implement the use of blending strategic and tactical Money Managers, we don't believe in Buy & Hold.
How long does the process of rolling over a 401K plan usually take? 2-4 Weeks
What financial institutions do you represent? All the major institutions, TD Ameritrade, Fidelity, Pershing, NFS, Etc
How many years of experience do you have? 21 Years
What are your fees for this service? Asset based pricing, generally 1% or less of assets managed
How many 401K rollover clients do you currently manage? 120
Why should I roll over my 401K plan to your firm? As an Independent Fee Based Advisor we can represent our clients to the universe of investments options. NO PROPRIETARY INVESTMENT PRODUCTS

Disclosures

http://ceteraadvisors.com/client/disclosures/

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®

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