Russell Owen


Russell has been a financial advisor since 1984. He started his financial services career with Waddell and Reed and became an independent investment advisor in 1993. 

He attained his Certified Financial Planner (CFP) designation in 1990 from the College for Financial Planning in Denver, CO.  Prior to his career in finance Russell attended Walla Walla College majoring in Nursing. 

Active in the Financial Planning Association of Portland and SW Washington, Russ has served as the Association President for 2005 & 2006.

Russell is the proud father of three children, Nicole, and identical twin boys, Ethan and Conner.  Russell and his wife, Cindy live in Beaverton, OR. 


Phone 503-244-8905
Fax 503-863-5963