Gabriel J. Markiz
Investment adviser representative at Markiz Wealth Management
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$105.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Markiz Wealth ManagementJun 2017 to now
- Markiz Group, LLCJun 2003 to now
- Gabriel J. Markiz, Cpa AacFeb 1996 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Markiz Wealth Management
Legal name: Portland Financial Advisors Inc
$105.8MAssets managed
45Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4673290
- Firm CRD
- 127371