Working with Portland Investors for over 45 years

Chuck Price, CRFA, CSA, understands the potentially serious consequences of biased advice, especially from an advisor.  That is why he founded Price Financial Group Wealth Management, Inc., a Registered Investment Advisor firm to legally and ethically act in a fiduciary capacity providing unbiased financial advice. In fact, he’s been dedicated to this goal since 1970.

The financial environment is an ever-changing place, and Chuck knows that his clients depend on him to stay educated and informed on the best possible strategies for them. Because of this Chuck has earned several certifications, including CSA, CRFA, and FPA, and belongs to several National Elite Advisor Groups, such as the HS Advisor Network. He also maintains his commitment to honest and upfront business practices with his membership with the National Ethics Association.

Chuck prefers to think of himself as a financial advocate, because he acts on the behalf of his clients and proudly champions his cause. Through his company, a radio program, speaking events, and books, Chuck is leading the fight against unethical investors and national regulations and policies that keep people in the dark about the reality of their investments.

Chuck is the author of the book “Investing Simplified” which is available on (click here) and his latest book “YOUR Retirement Made Simple was a #1 Best Seller in 2018.  Chuck is the host of the Longest running Live Talk Financial Show in America with a Financial Advisor, CPA and Estate Planning Attorney called Investing Simplified® and can be heard every Saturday at 8am on Freedom970,  The Answer AM860 and on 1190 KEX or on the web:

Chuck has been doing Retirement & Estate Planning since 1970 and Investing Planning since 1975. If you are headed into or already in retirement, but are concerned that you aren’t getting the most out of your money, Price Financial Group Wealth Management invites you to have a conversation. After all, what you don’t know can hurt you. Contact Chuck and his team to find out what it means to make Investing Simplified®.   Call us at 503.253.3000

Chuck Price, CRFA, CSA

Price Financial Group Wealth Management Inc. is a registered investment adviser in the states of Oregon and Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Charles O. Price is Licensed for Insurance in Washington, Oregon, Alaska, Arizona & Virginia.

Chuck Price is not a doctor; he does not hold any sort of doctorate degree and the use of this phrase is not meant to imply special expertise or training or a designation. "Ask The Financial Doctor®" is used to encourage Investors to get a Financial Checkup just like we should all get Physical Checkups from our Medical Doctor every year.