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Michael Joseph Eugenio

Growth-oriented, Common Sense Investing

Eugenio Financial
PRESIDENT

Lake Oswego

OR

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Eugenio Financial 10 years, 11 months Mar 2009 - Present
Cambridge Investment Research, Inc. 5 years, 8 months Jan 2005 - Sep 2010
Cambridge Investment Research, Inc 5 years, 9 months Dec 2004 - Sep 2010
Cascade Financial Concepts, Inc 29 years, 10 months Apr 1990 - Present

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Michael Eugenio

updates
Published 2017-04-18 09:59:09
Updates
Published 2017-04-18 10:03:29
Updates
Published 2017-04-18 10:25:53
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      2
    • as of date
      Dec 26, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      2
    • as of date
      Dec 27, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Eugenio Financial

    Last updated on March 21, 2019
      • $24.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 182
        Accounts
      • $134.4K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements