Cedar Mountain Advisors, LLC |
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Stephen G. Lewis CLU, ChFCAssociate
Phone: 503-224-6868 ext. 113
Steve is a financial advisor with Cedar Mountain Advisors, LLC in Portland, OR. The firm provides consulting services in the areas of customized asset management, financial planning to businesses and individuals. Steve specialized in assisting individuals by reducing their taxes, increasing net spendable income and increasing client's net worth. He provides business planning, and fringe benefit planning to small and medium sized businesses. Steve graduated from the University of Oregon. His career includes over 30 years of experience in providing financial advice, and managing Financial Services firms. For the past 12 years, Steve was the Managing Partner for New England Financial, and insurance and investment company. Steve is a Chartered Financial Consultant (ChFC), and a Certified Life Underwriter (CLU), both degrees earned through the American College. Steve has served on many industry and civic boards, and is currently a board member of the University Club of Portland Foundation. He is also a chemo pal for the Children's Cancer Association. Steve and his wife Carol, are 30 year residents of Lake Oswego, OR, where they raised their four children. He enjoys golf, reading, fishing and traveling.
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Securities offered through Securities America Inc. Member FINRA/SIPC, Adam Woods, Brad Patrick, Daniel Nance and Todd Smithpeter, Registered Representatives. Cedar Mountain Advisors, LLC and Securities America Inc. are not affiliated. |
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