Meet Christian
Whether it’s teaching a friend how to fly fish or explaining the ins and outs of financial risk management, I’ve always enjoyed helping people. Getting to know clients with different lives and seeing them succeed has been one of the great rewards of my work as a financial planner. As a wealth management professional with more than 25 years’ worth of experience, I am committed to helping people achieve their financial goals. I believe in empowering and educating my clients — and building great relationships along the way.
With a B.A. in finance and marketing at the University of Oregon, I’ve also earned FINRA Series 7 and Series 66 licenses. I also maintain a State of Oregon Insurance License and serve as an Oregon Notary Public. Before joining the OCCU Investment Services team, I served as a financial consultant at Charles Schwab where I oversaw more than $600 million of client assets.
13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services. are separately owned entities and are not affiliated companies. United Planners Financial Services and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF UNITED PLANNERS FINANCIAL SERVICES’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly
registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.
Registered Branch Office: 2890 Willamette Street, Eugene, OR 97405
Phone: 541-681-6947
Advisors are registered to conduct securities business in:
- Christian Beck - AK, AZ, CA, CO, MA, MO, MT, OR, WA
- Julian Gottshall - CO, FL, MN, OR
- John Griffith - AZ, CA, NV, NJ, OR, TX, WA
- Michael Tomscha - OR, TX, WA
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