Cgc Financial Services

Noah Steinbrenner is a financial advisor at CGC Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at ROI Financial Advisors and OSAIC. CGC Financial Services is an SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation approach informed by technical, fundamental, and charting analysis, tailoring portfolios to client risk tolerance, tax considerations, and goals.

Kobe Gustafson is a financial advisor with CGC Financial Services in Lake Oswego, OR, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at OSAIC Wealth, Inc. and MassMutual Oregon. Gustafson is also a notary public for CGC Financial Services and assists with client account processing and documentation. CGC Financial Services is an SEC-registered advisory firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets and employs a tactical asset allocation approach tailored to client risk tolerance and goals, emphasizing diversification and ongoing portfolio monitoring.

Glen Clemans is a financial advisor with CGC Financial Services in Lake Oswego, Oregon, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with CGC Financial Services and Royal Alliance Associates since 2006 and has a longstanding association with OSAIC since 1989. Clemans serves on the advisory board of the Glen Garcelon Foundation, which focuses on brain tumor research and education, and participates in the stewardship advisory board of Sherwood Community Friends Church. CGC Financial Services, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical asset allocation strategy based on technical, fundamental, and charting analyses, tailoring portfolios to client risk tolerance and tax considerations while managing approximately $876 million in assets for around 1,140 clients.

Maximus Molyneux is a financial advisor with CGC Financial Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at MML Investors Services, LLC, MassMutual Life Insurance Co, and involvement with the University of Oregon and Nick Alexander Films. CGC Financial Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach informed by technical, fundamental, and charting analysis, tailoring portfolios to client risk tolerance, tax considerations, and goals.

Davena Yee is a financial advisor at CGC Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CGC Financial Services since 2012. Outside of her advisory role, she jointly owns a residential property with her spouse. CGC Financial Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets using a tactical asset allocation approach tailored to client risk tolerance and goals, with ongoing portfolio monitoring and regular client reviews.

Shane Hunt is a CFP® with six years of experience in the financial services industry. He is currently a financial advisor at CGC Financial Services, where he has worked since 2018, following prior roles at Royal Alliance Associates and OSAIC. CGC Financial Services, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $876 million in client assets, using a tactical asset allocation approach tailored to client risk tolerance, tax considerations, and goals.

Aidan Randall is a financial advisor at CGC Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at George Fox University and Laurel Foods, LLC. Randall is also a registered Oregon Notary Public, providing notary services to clients at CGC Financial Services without charge. CGC Financial Services is an SEC-registered advisory firm serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation approach based on technical, fundamental, and charting analysis, with portfolios tailored to clients’ risk tolerance, tax considerations, and goals.