| Advisor Profile |
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| Name: |
Greg Bowen, CFP®, ChFC® |
| Phone Number: |
(503) 608-4143 |
| Website: |
Visit Website
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Business Description |
| 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 generate 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 providing growth when the stock market is moving up. My goal is to provide investment programs that generate 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. |
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General Information |
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| Insurance License#: |
603069
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| Name of Broker/Dealer: |
Pacific West Securities, Inc.
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| States Licensed in: |
OR, CA, WA
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| Years of Experience in Financial Services: |
16
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Individual Investors, Businesses
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Services |
| Investment Types: |
Real Estate, Options & Futures, Bonds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Mutual Funds, Commodities, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Certified Senior Advisor (CSA)®
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| Securities Licenses: |
Series 65, Series 63, Series 7, Series 24, Series 6
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Life, Health, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Paladin Registry
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
6000
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| Advisor's Number of Clients: |
180
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Hourly, Based on Assets, Commissions
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| Fee % Based on Assets: |
1%
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| Minimum Fee Charged for Managed Accounts: |
$500
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| Minimum Fee Charged for Hourly Planning Accounts: |
$600
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| Minimum Fee Charged for Flat Fee Accounts: |
$600
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| Prepared By: |
Greg Bowen, CFP®, ChFC® |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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16 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant. |
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What is your approach to financial planning? |
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Comprehensive Financial Planning with all fees fully disclosed. We offer a complementary 60 minute consultation to discuss if the services you are seeking match with the services our firm provides. |
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What services do you offer? |
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Full Financial Planning, Business Planning, Estate Planning & Charitable Planning. |
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Do you provide a free initial consultation? |
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What are your qualifications? |
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16 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant. |
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What is your approach to 401 K plan rollovers? |
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We implement the use of Tactical Money Managers, we don't believe in Buy & Hold. |
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How long does the process of rolling over a 401K plan usually take? |
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What financial institutions do you represent? |
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All the major institutions, TD Ameritrade, Fidelity, Pershing, NFS, Etc |
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How many years of experience do you have? |
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Why should I roll over my 401K plan to your firm? |
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As an Independent Fee Based Advisor we can represent our clients to the universe of investments options. NO PROPRIETARY INVESTMENT PRODUCTS |
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Do you provide a free initial consultation? |
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