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Greg Bowen, CFP®, ChFC®

Cascadia Wealth Management

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223
(503) 6205236

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

CRD#

2328903

Firm CRD#

10299

Name of Broker/Dealer

Cetera Advisors LLC

Name of Custodial Firm

TD Ameritrade and Pershing

Years of Experience in Financial Services

26

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

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

Compliance

Registered Investment Advisor

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®)

Securities Licenses

Series 63, Series 65, Series 7, Series 24, Series 6

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

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Fee % Based on Assets

1%

Minimum Fee Charged for Managed Accounts

$2500

Minimum Fee Charged for Flat Fee Accounts

$1000

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