Advisors at this firm
Lucas N
Series 65
Canby, OR
4:8 Financial
Lucas Navallo Santiago is a financial advisor at 4:8 Financial with a Series 65 designation and one year of industry experience. Prior to joining 4:8 Financial, he worked in various roles including at Metro West Ambulance and Oregon State University. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals and qualified plans, focusing on asset allocation and strategic buy-and-hold investment approaches using LPL Financial-sponsored platforms and model portfolios.
Colin M
Series 66
Canby, OR
4:8 Financial
Colin Maulding is a financial advisor at 4:8 Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Financial Advocates Investment Management. Maulding is also a licensed insurance agent and operates Maulding Wealth Management, LLC, a business entity used for tax and investment purposes. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm emphasizes asset allocation with a buy-and-hold approach and uses LPL-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.
Paul C
Series 63, Series 65
Canby, OR
4:8 Financial
Paul Carlson is a financial advisor at 4:8 Financial with 25 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management for ten years each. Outside of his advisory role, he is a licensed insurance agent. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm utilizes a buy-and-hold investment approach with periodic rebalancing, employing mutual funds, ETFs, stocks, and bonds through LPL-sponsored platforms and model portfolios.
Asher C
Series 66
Canby, OR
4:8 Financial
Asher Carlson is a financial advisor at 4:8 Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Carlson has been involved with Liberty University since 2022. 4:8 Financial provides financial planning, portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, and qualified plans. The firm uses a buy-and-hold investment approach with periodic rebalancing and relies on LPL Financial-sponsored platforms and model portfolios to manage client accounts on a discretionary basis.