Michael Eugenio

CFP®
Personal Finance, Retirement, Investing
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“With over 30 years of experience in the Financial Services industry, Michael Eugenio, is dedicated to custom building and managing growth oriented, risk-averse portfolios for each individual client. Oregon and Washington”
Firm:

Eugenio Financial

Job Title:

President

Biography:

Eugenio Financial is a Registered Investment Advisor (RIA), and Michael Eugenio is a Certified Financial Planner (CFP®), dedicated to custom building and managing growth oriented, risk-averse portfolios for each individual client. Michael's clients receive exceptional service, assuring smooth, informed, independent decision-making for all their investment and money matters.

Michael founded Eugenio Financial in 1990. His mission from the outset is to provide individuals and their families with the objective, independent financial advice that they want and deserve. Michael and his team serve clients in Oregon and Washington. His clients include pre-retirees 50+, retirees, people who have self-managed their investments and now see a need for an advisor and people seeking a second opinion.

Michael, who has been involved in the financial services business since 1986, believes in a long-term consultative investing approach with the goal of achieving steady, consistent growth. Each one of his clients is unique. By taking the time to really get to know them, Michael and his team gain the necessary insight to design an investment approach that is uniquely geared to their goals. This enduring approach has historically survived the most severe economic and market challenges.

When not working, he enjoys spending time with his wife Ellen, and spoiling his grandchildren, Tyler, Marissa, Joey and Silas. Michael has a passion for seeking out and collecting fine wines. He is also an avid Mariners fan, enjoys reading about US History and is very much at home in front of his Big Green Egg BBQ.

Eugenio Financial works with clients from Oregon and Washington state.

Education:

BA, History, Mount St. Mary's University

Assets Under Management:

$22 million

Fee Structure:

Fee-Only

CRD Number:

2475700

Disclaimer:

The information provided is solely for informational purposes and  is not meant to be, and should not be construed as advice or used for investment or Financial Planning purposes. It is recommended that before making any decisions regarding Financial Planning or Investment Advice that you seek the counsel of a Trained & Certified Fee Only Professional.

Michael Eugenio CFP, is an Investment Representative of Cascade Financial Concepts, Inc DBA Eugenio Financial, a Registered Investment Advisor

Read more: Michael Eugenio CFP® | Investopedia http://www.investopedia.com/advisor-network/advisors/82428/michael-eugenio-cfp-/#ixzz4hZFb8DZl 

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June 2017
    Asset Allocation, Investing
June 2017
    Personal Finance, Retirement Savings, Financial Planning
May 2017
    Choosing an Advisor, Investing
August 2017
    Personal Finance
May 2017
    Social Security, Retirement Savings, Retirement

All Answers
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    Career / Compensation, Choosing an Advisor, Starting Out
What are the differences between a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP)?
80% of people found this answer helpful

A Chartered Financial Analyst (CFA) is highly trained and skilled in portfolio management, and analysis.  They usually manage vary large sums of money typically with mutual funds, investment houses, hedge funds etc. They also act as research analysts in a variety of functions

A Certified Financial Planner (CFP®) is a trained professional who can skillfully work in several areas of personal finance, such as Cash Flow Analysis, Insurance, Tax Planning, Retirement & Estate Planning, and of course personal Investment Management.  Many CFP®'s will specialize in a couple of these areas and develop alliances with other skilled professionals, such as tax professionals and Estate Planning lawyers.

For personal financial planning and investment management you are usually better off with a CFP® who will take a holistic view of your complete financial picture and objectives.

Occasionally you will see Financial Advisors with both designations, however they generally work with very large portfolios to start out.

Always make sure your Financial Advisor has a well regarded designation such as CFP® before you hire them. There are a lot of poorly trained folks trying to pass themselves off as Advisors when they are nothing more than commissioned sales people.

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How should I contribute to my Roth IRA now that I am married?
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