BPG Wealth Management Employee Directory

Financial ServicesOregon, United States11-50 Employees

BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life.

Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel confident about their future. Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses.

Securities and investment advisory services offered through Osiac Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Find BPG Wealth Management employees' phone numbers or email addresses

BPG Wealth Management Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Asia
2

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  • India
    2

Oceania
1

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  • New Zealand
    1

BPG Wealth Management's Leadership

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    J. O.
    President
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  • Stylized image of a person
    Q. H.
    Head Of Project & Facilities Management
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    J. P.
    Vice President, Partner
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    H. A.
    Business Manager
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    A. T. C.
    Financial Advisor
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  • Stylized image of a person
    H. P.
    Retirement Plan Coordinator
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  • Stylized image of a person
    I. V.
    Accounts Payable Specialist
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  • Stylized image of a person
    R. B.
    Consultant
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BPG Wealth Management Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Community & Social Services
  • Consultant
  • Education
  • Other

Contact profiles from BPG Wealth Management

Name
Title
Contact Info
Location
Last Update
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    J. P.
    Vice President, Partner
    Phone icon
    United StatesOregon
    Nov 16, 2025
  • Stylized image of a person
    J. O.
    President
    Phone icon
    United StatesOregon
    Dec 15, 2025
  • Stylized image of a person
    H. A.
    Business Manager
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    South Korea
    Mar 05, 2024
  • Stylized image of a person
    A. T. C.
    Financial Advisor
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    United StatesOregon
    Oct 21, 2025
  • Stylized image of a person
    H. P.
    Retirement Plan Coordinator
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    United StatesOregon
    Oct 23, 2025
  • Stylized image of a person
    I. V.
    Accounts Payable Specialist
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    United StatesPennsylvania
    Nov 18, 2025
  • Stylized image of a person
    R. B.
    Consultant
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    United StatesMichigan
    Nov 13, 2025
  • Stylized image of a person
    J. R.
    Student
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    IndiaAndhra Pradesh
    Nov 18, 2025
  • Stylized image of a person
    H. P.
    Retirement Plan Coordinator
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    United StatesOregon
    Jul 07, 2024
  • Stylized image of a person
    Q. H.
    Head Of Project & Facilities Management
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    New ZealandAuckland
    Oct 25, 2025

Frequently Asked Questions

What is BPG Wealth Management known for?

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BPG Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 10151 Southeast Sunnyside Road, Suite 460; you can contact the main corporate office by phone at . Explore BPG Wealth Management's company overview page for more information.

What is BPG Wealth Management's most common email format?

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BPG Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BPG Wealth Management email formats with LeadIQ.

How many employees does BPG Wealth Management have currently?

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BPG Wealth Management has approximately 24 employees as of January 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are BPG Wealth Management's key employees and leadership?

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As of January 2026, BPG Wealth Management's key employees include:

  • President: J. O.
  • Head Of Project & Facilities Management: Q. H.
  • Vice President, Partner: J. P.
  • Business Manager: H. A.
  • Financial Advisor: A. T. C.

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