Russell E. Owen,  CFP<sup>&reg;</sup> - Financial Advisor

Russell E. Owen, CFP®

President

SRM Advisors

6600 SW 92nd Ave, Suite 201
Portland, OR 97223
(800) 729-0244
(503) 244-8905

General

Russell Owen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SRM Advisors in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OR, WA
  • Health/disability insurance: OR, WA
  • Fixed annuities: OR, WA
  • Variable annuities: OR, WA

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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