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Julian G
Series 66
Eugene, OR
PFG Advisors
Julian Gottshall is a financial advisor at PFG Advisors with four years of industry experience. He holds a Series 66 designation and has worked with firms including United Planners and Securities America, Inc. Outside of his advisory role, he has been involved with Oregon Community Credit Union since 2021. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily utilizing index-based ETFs with periodic rebalancing.
Christian B
Series 66
Eugene, OR
PFG Advisors
Christian Beck is a financial advisor with PFG Advisors in Eugene, OR, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at United Planners, OSAIC, SECURITIES AMERICA, Inc., Charles Schwab & Co., Inc., and LPL Financial. Outside of financial advising, he has been involved in property management through Beck Property Management, LLC. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors operating under various trade names.
John G
Series 66
Eugene, OR
PFG Advisors
John Griffith is a financial advisor with PFG Advisors in Eugene, OR, holding a Series 66 license and 10 years of industry experience. His career includes roles at Ameriprise Financial Services, Securities America, and Oregon Community Credit Union. He has been with PFG Advisors since 2020. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach features model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and strategic portfolio monitoring.
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