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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Sherwood, Oregon. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Sherwood, Oregon | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Greg Bowen CFP®, ChFC® Cascadia Wealth Management |
8050 SW Pfaffle St. #100, Portland, OR 97223 |
503-620-5236 |
| Mark Sharp CFP®, EA, RICP® Mark Sharp Retirement |
818 SW 3rd Ave # 221-1228, Portland, OR 97204 |
800-622-1045 |
Qualifications
CRD# 2328903
FirmCRD# 10299
Series 6, 7, 24, 63, 65
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Hourly
Office Location
8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR 97223
Phone Number
503-620-5236
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
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
FirmCRD# 285773
Compensation/Fee
Fee Only, Flat Fee, Hourly
Office Location
818 SW 3rd Ave # 221-1228,
Portland,
OR 97204
Phone Number
800-622-1045
You may be wondering: why retirement income planning? I believe all financial planning roads lead to retirement. And helping people invent and transition into a new life stage is extremely rewarding work. My goal is to help you optimize your retirement income so you can enjoy this next chapter of your life. You've worked hard, and deserve to live the retirement you want. Whatever role I take with you and whatever questions I seek to answer, my objective is always to enable you to make good decisions and maintain actions that advance your personal life and goals. At Mark Sharp Retirement, we are focused on retirement income planning. I start by taking the time to gain a deeper understanding of the unique vision you have for your retirement lifestyle. All advice and strategy that we work on together ties back to that vision.
Mark Sharp Retirement is a fee and advice only, virtual registered investment advisor that specializes in planning for the drawdown phase of people's financial lifetimes when they're no longer receiving a paycheck from their jobs but must still fund their lifestyles during a potentially lengthy retirement.
Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services
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