About My Practice
Greg has been assisting investors for 19 years and is the CEO of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC. He is licensed in the States of Oregon, Washington and California.
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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: OR, Health/disability insurance: OR, Fixed annuities: OR, Variable annuities: OR
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Cascadia Wealth Management an independent company separate from Cetera Advisors LLC
Securities and advisory services offered through Cetera Adviosrs LLC, member FINRA, SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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