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spacer graphic - Portland Financial Advisors Inc. is a fee-only financial planning firm located near Portland, Oregon.
Portland Financial Advisors Inc. is a fee-only financial planning firm located near Portland, Oregon.
spacer graphic - Portland Financial Advisors Inc. is a fee-only financial planning firm located near Portland, Oregon. Home of Portland Financial Advisors Inc.,CPAs,Certified Public Accountants,Certified Financial Planners,CFPs Resources for Portland Financial Advisors Inc.,CPAs,Certified Public Accountants,Certified Financial Planners,CFPs Services by Portland Financial Advisors Inc.,CPAs,Certified Public Accountants,Certified Financial Planners,CFPs FAQs for Portland Financial Advisors Inc.,CPAs,Certified Public Accountants,Certified Financial Planners,CFPs
 


 

      Portrait Russell D. Francis,CPA,Certified Public Accountant,Certified Financial Planner,CFP,PC

 

      Portrait Gabriel J. Markiz, CPA, Certified Public Accountant, Certified Financial Planner, CFP, PC

 

 

Bios

Russell D. Francis, CPA, CFP

Russ has over a decade of experience in investing and tax planning. In addition to being a Certified Financial Planner, he is an Enrolled Agent and a Certified Public Accountant. Previous experience includes teaching high school physics and 10 years as an Editorial Systems Manager for the Los Angeles Times where he shared the Pulitzer Prize for reporting on the 1992 Los Angeles Riots. In 1996 he was the branch manager of a local independent securities firm. In 1997 he became a fee-only financial planner and registered as an Investment Advisor with the State of Oregon. Russ has a BA in chemistry and a teaching certificate from California State Univ. Fullerton. He also is a graduate of the College for Financial Planning, and has a post-bacc certificate in accounting from Portland State University. Russ has taught tax and retirement planning classes for the College for Financial Planning, AARP Tax-Aide, and City University. He is a frequent seminar leader for local tax and financial planning organizations. Russ is an active member of the Financial Planning Association, Oregon Society of CPAs, and the National Association of Personal Financial Advisors.


Gabriel J. Markiz, CPA, CFP

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 twenty years of service, fifteen of those years in his own firm. 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, and earned his CFP designation in 2002. He is a member of the American Institute of Certified Public Accountants (AICPA), the Oregon Society of Certified Public Accountants (ORCPA), National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

  
   



Portland Financial Advisors, Inc.
12655 SW Center Street, Suite 520 • Beaverton, OR 97005
(503) 684-6116 • Fax: (503) 684-6559
E-mail: info@pdxadvisors.com