CGC Financial Services

Noah Steinbrenner is a financial advisor at CGC Financial Services with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and ROI Financial Advisors. He is based in Lake Oswego, Oregon. CGC Financial Services is an SEC-registered advisory firm serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $737 million in assets and applies a tactical allocation investment approach, combining fundamental, technical, and charting analysis to build and rebalance diversified portfolios.

Glen Clemans is a financial advisor with CGC Financial Services in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with CGC Financial Services and affiliated firms since 2006 and has a longstanding association with Osaic Wealth, Inc. since 1989. Clemans serves on the advisory board of the Glen Garcelon Foundation, which focuses on brain tumor research and education. CGC Financial Services, LLC is an SEC-registered advisory firm providing discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation investment approach and serves over 1,100 clients, managing approximately $737 million in assets.

Davena Yee is a financial advisor at CGC Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with CGC Financial Services since 2012. Outside of her advisory role, she jointly owns a residential property with her spouse. CGC Financial Services is an SEC-registered firm providing discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $737 million in assets and employs a tactical allocation approach using fundamental, technical, and charting analysis.

Shane Hunt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at CGC Financial Services. His prior experience includes roles at Royal Alliance Associates, Inc. and OSAIC. Hunt is based in Lake Oswego, OR. CGC Financial Services, LLC is an SEC-registered advisory firm managing approximately $737 million in assets for over 1,100 clients. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning, employing a tactical allocation investment approach with individualized plans and ongoing client reviews.

Aidan Randall is a financial advisor at CGC Financial Services with the Series 66 designation and two years of industry experience. His prior work includes roles at George Fox University and positions in education and agriculture. He is also a registered Oregon Notary Public, providing notary services to CGC Financial clients without charge. CGC Financial Services is an SEC-registered advisory firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $737 million in assets and employs a tactical allocation investment approach, emphasizing individualized financial plans and ongoing client monitoring.