A complete list of active advisors currently associated with Cgc Financial Services

Warmer can help you find a great advisor at Cgc Financial Services or one who fits your needs even better.

CGC Financial Services, LLC is an SEC-registered advisory firm that serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and insurance services through licensed representatives, and manages approximately $876 million in client assets for about 1,140 clients. CGC’s investment process centers on tactical asset allocation implemented with both long- and short-term positions and informed by technical, fundamental, and charting analysis. Portfolios are tailored to client risk tolerance, tax considerations, and goals, with an emphasis on diversification, negatively correlated holdings, ongoing monitoring, rebalancing, and annual (or more frequent) client reviews. Noteworthy features in the brochure include a relatively high client load for its seven-advisor team—about 160 clients per advisor—combined with a stated account minimum of $750,000, which affects the firm’s client mix and service model. The firm also discloses that some personnel are licensed to sell insurance and that it receives non-monetary services from custodians and mutual fund providers (such as educational conferences and consulting), which it treats as potential conflicts of interest.

To learn more about the advisors currently working at Cgc Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Glen Clemans	Lake Oswego, OR	39
Kobe Gustafson	Lake Oswego, OR	1
Shane Hunt	Lake Oswego, OR	6
Maximus Molyneux	Lake Oswego, OR	0
Aidan Randall	Lake Oswego, OR	1
Noah Steinbrenner	Lake Oswego, OR	4
Davena Yee	Lake Oswego, OR	18

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