Greg Bachman CFA, CFP®
As a veteran advisor for over 23 years, Greg has an extensive background in asset management and all aspects of financial planning for individuals and institutions.
Greg earned his Bachelor of Science Degree in Finance and International Business from Penn State University. He is a Chartered Financial Analyst® (CFA) and Certified Financial Planner® (CFP), holds securities licenses and is licensed with the State of Oregon in life, and health insurance. He is a member of the CFA Institute, CFA Society of Portland, Certified Financial Planner Board of Standards, and the Financial Planning Association of Oregon and Southwest Washington.
Greg’s areas of expertise are investment management and portfolio design, as well as retirement, risk management and estate planning for businesses and individuals.
Away from work Greg enjoys spending time with his wife Karla, two sons and daughter. His interests include woodworking, snowboarding, basketball, golf, weightlifting, and fine dining.
