Eugenio Financial

At Eugenio Financial, we are dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Our team of experienced professionals is committed to understanding our clients' unique needs and developing tailored solutions to meet their objectives.

Our Approach

We believe that good portfolio management is based on solid financial planning. Our approach is consultative and comprehensive, centered on an ongoing personal relationship built on trust. We take the time to understand our clients' needs and goals, and develop a personalized financial plan that is designed to help them achieve their objectives.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Portfolio Management: We work closely with our clients to develop a customized investment strategy that aligns with their financial goals and risk tolerance.
• Personal Financial Planning: We provide comprehensive financial planning services to help our clients make informed decisions about their financial futures.
• Social Security Analysis: We help our clients understand their social security benefits and options to maximize their retirement income.
• Estate Planning: We work with our clients to develop an estate plan that ensures their assets are protected and distributed according to their wishes.

Our Firm

Eugenio Financial was founded in 1990 by Michael Eugenio, a CERTIFIED FINANCIAL PLANNER. Our mission is to provide individuals and their families with objective, independent financial advice. Our clients are unique, with varying situations, and we take the time to understand each client's needs and goals. We believe in educating our clients so they can make informed decisions about their money.

Our History

Michael Eugenio has been involved in the financial services business since 1986. When not working, he enjoys spending time with his family and pursuing his hobbies.

Investing Approach

We take a comprehensive, consultative investing approach with the goal of achieving steady, consistent growth. Each client's approach is uniquely designed to their goals, not ours. This enduring approach has historically survived the most severe economic and market challenges.

Our Office

Eugenio Financial is based in Lake Oswego, Oregon, and is licensed in Oregon and Washington. Prior to doing business in any other state, we ensure all licensing requirements or exemptions from licensing are met.