Portland Financial Advisors, Inc.
Portland Financial Advisors Inc., dba Markiz Wealth Management is a Registered Investment Advisory firm with the U.S. Securities Exchange Commission, Washington, D.C. In addition, the firm maintains a “Notice Filing” with the State of Oregon: Department of Consumer and Business Services, the Washington State Department of Financial Institutions and the New York Department of Financial Services. The firm provides fee-only financial planning, tax planning, and investment management services. We offer a high level of personal attention that only an independent, locally-owned company can provide. Principal Gabriel J. Markiz is both Certified Financial Planner™ Professionals and Certified Public Accountants with 35 years of experience in the financial services industry.