Gabriel Markiz (CFP®, CPA/PFS, MSFP)

Gabriel Markiz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Gabe specializes in providing tax and financial advice to both individuals and small businesses. In addition, he provides comprehensive financial planning on a fee-only basis. His experience spans over thirty years of service. He previously held senior positions at Arthur Young and Ernst & Whinney. He received his BS in Accounting from California State University – Northridge in 1983, received his CPA certificate in 1985, earned his CFP designation in 2002 and received his MSFP from the College For Financial Planning in 2012. He is a member of the American Institute of Certified Public Accountants (AICPA), the Oregon Society of Certified Public Accountants (OSCPA), National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Additional Information

Portland Financial Advisors is an Oregon Registered Investment Advisor providing 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. We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs. We care very deeply about our clients and offer you the same advice we would provide a member of our family. As fee-only planners, we do not accept commissions for financial planning products or referral fees. Every decision we make is based on the interests of our clients without regard to compensation.

 

NAPFA Start Date

August 10, 2005

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This Office

1755 York Ave Apt 22C New York, NY 10128-6871 Phone: (503) 805-3485 Fax: (503) 684-6559