Greg Bowen, CFP®, ChFC®
Portland, Oregon, 97223
Member Since 2008
Our financial planning practice emphasizes a conservative investment management approach with the goal to help our clients lead more financially secure lives. Whether you are concerned about building your retirement nest egg, evaluating how to best utilize a recent inheritance, or planning for your retirement, we have the experience and training to help. Our team specializes in highly personalized financial planning and asset management to better help you and your family meet these goals. When you are our client you will have the financial peace of mind of knowing your assets and financial future are in the hands of trustworthy experts.
My Location
Background Information
Years of Financial Experience
- 19
Certifications and Designations
- CFP®
- ChFC®
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Primary Custodian(s)
- TD Ameritrade
- Pershing
- Trust Company of America
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 2328903
- Securities Registrations: Series 7, Series 6, Series 24, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Health
Company Names
- Registered Investment Advisor: Multi-Financial
- Broker/Dealer: Multi-Financial
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
- Hawaii
- Oregon
- Washington
Disclosure(s)
- View StatementSecurities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC Cascadia Wealth Management an independent company separate from Multi-Financial
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Equity, Mortgages, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Long-Term Care
Visit Website - http://www.cascadiawm.com
