Price Financial Group Employee Directory

Investment ManagementOregon, United States2-10 Employees

It is our belief that confidence in retirement only comes from knowing that you’re making the best possible decisions for you and your loved ones. The Price Financial Group Process is designed to help you take control of your financial future and ensure that you are making the strongest possible decisions today, tomorrow, and long into the future. 

Our team works hard with clients to make sure they can maximize their financial potential.  Experience has taught us that no two situations are exactly the same, and we pride ourselves in being able to tailor individually-built road maps for each family, by bridging the gap between where our clients are today, and where they want to go. 

We understand you have many options for financial planning and investment management, because of that we strive to keep our costs as competitive as possible while returning a great value to our clients.

We’ll work on building your financial strategy, which includes:
•	Income Planning
•	Advance Tax Planning
•	Investment & Risk Management Strategies
•	Legacy & Estate Planning

You can hear out Investing Simplified Radio Show Sunday at 1pm on KXL FM101.1. You can also find the show on podcast.

Give us a call for a complementary no obligation consultation with our team at 503 253 3000.


16100 SW Cornell Rd Suite 140 Beaverton, OR 97006

Investment advisory services offered through Price Financial Group, Inc., an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Price Financial Group, Inc. and have not been reviewed Price Financial Group, Inc. as to accuracy or completeness.

Find Price Financial Group employees' phone numbers or email addresses

Price Financial Group Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Price Financial Group's Leadership

  • Stylized image of a person
    B. C.
    Ceo, Wealth Manager
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  • Stylized image of a person
    M. M. S.
    Coo, Wealth Manager
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  • Stylized image of a person
    B. C.
    Chief Compliance Officer
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  • Stylized image of a person
    M. M.
    Chief Investment Officer, Wealth Manager
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  • Stylized image of a person
    A. P.
    Independent Wealth Advisor, Founding Partner
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  • Stylized image of a person
    D. R.
    Wealth Manager
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    E. B.
    Office Manager
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  • Stylized image of a person
    M. M.
    Office Manager
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Contact profiles from Price Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. C.
    Chief Compliance Officer
    Phone icon
    United StatesOregon
    Nov 16, 2025
  • Stylized image of a person
    M. M.
    Chief Investment Officer, Wealth Manager
    Phone icon
    United StatesOregon
    Sep 11, 2025
  • Stylized image of a person
    M. M. S.
    Coo, Wealth Manager
    Phone icon
    United StatesOregon
    Oct 24, 2025
  • Stylized image of a person
    A. P.
    Independent Wealth Advisor, Founding Partner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    B. C.
    Ceo, Wealth Manager
    Phone icon
    Jul 03, 2025
  • Stylized image of a person
    D. R.
    Wealth Manager
    Phone icon
    United StatesOregon
    Oct 21, 2025
  • Stylized image of a person
    E. B.
    Office Manager
    Phone icon
    United StatesOregon
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Office Manager
    Phone icon
    United StatesOregon
    Oct 17, 2024
  • Stylized image of a person
    J. P.
    Managing Principal
    Phone icon
    United StatesTennessee
    Oct 22, 2025

Frequently Asked Questions

What is Price Financial Group known for?

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Price Financial Group was founded in 1987 operates in the Investment Management industry. The company's main headquarters is located in 16100 Northwest Cornell, Suite 140. Explore Price Financial Group's company overview page for more information.

What is Price Financial Group's most common email format?

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

How many employees does Price Financial Group have currently?

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Price Financial Group has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Price Financial Group's key employees and leadership?

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As of December 2025, Price Financial Group's key employees include:

  • Ceo, Wealth Manager: B. C.
  • Coo, Wealth Manager: M. M. S.
  • Chief Compliance Officer: B. C.
  • Chief Investment Officer, Wealth Manager: M. M.
  • Independent Wealth Advisor, Founding Partner: A. P.

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