Location Portland, Oregon, United States Regions West Coast, Western US Gender Male
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Greg has been assisting investors since 1993 and is one of the Managing Principals of Cascadia Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is a Registered Representative with Cetera Advisors LLC, member FINRA, SIPC.
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 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 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.
Greg offers investment advisory services through Cascadia Advisory Services, LLC, a Registered Investment Advisor. Securities are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
