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Douglas Greenberg
29 years of experience as a top financial advisor
About Me
Greenberg and President of Portland, Oregon-based Pacific Northwest Advisory (PNWA), a firm he founded after nearly three decades as a top financial advisor. Greenberg and PNWA provide highly personalized financial advisory services to business owners, executives, and individual investors with the goal of helping clients protect their personal and business investments with coordinated financial investment plans aligned with comprehensive growth strategies.
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Recent News
March 25, 2023
How to Become a Financial Advisor
If you’re looking for a career that can offer you financial stability and help you reach your goals, consider becoming a financial advisor. A financial advisor helps clients with holistic financial planning, including a broad understanding of their finances, goals, and budgets. They can advise on investment strategies, insurance coverage, and tax-reducing techniques. Education and […]
December 27, 2022
Who Needs Financial Advisor?
It would help if you kept a few things in mind when looking for a financial advisor. You should be aware of what kinds of fees are offered and how they can be paid. There are several different options for a fee-based and commission-based advisor. Qualifications for becoming a financial advisor Becoming a financial advisor […]
December 5, 2022
Things to Consider Before Deciding to Become a Financial Advisor
Getting into the financial industry as an advisor can be a very lucrative and rewarding career, but there are some things to consider before deciding to become an advisor. Firstly, you should know that you can take different career paths. Education required Investing in the right education and gaining experience is essential to becoming a […]
November 16, 2022
How many customers does each financial advisor have?
If you are a single financial advisor, you are probably wondering how many clients you can serve at any one time. The answer will depend on several factors. First, you need to think about how much time it will take you to serve five hundred and twenty-one families. This means that you need to schedule […]