# Eugenio Financial

Eugenio Financial is a RIA based in Lake Oswego.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lake Oswego
- **Assets under management:** Undisclosed
- **Website:** https://eugeniofinancial.com

## Regulatory record

- **CRD number:** 143260
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143260

## About

Eugenio Financial is a fee-only financial advisor providing Portfolio Management and Financial Planning customized to clients' goals. Their approach is consultative and comprehensive, centered on an ongoing personal relationship built on trust. They serve pre-retirees 50+, retirees, and people who have self-managed their investments and now need an advisor.

## People

- Michael Eugenio — CFP®

## Related profiles

- [LENET FINANCIAL RESOURCES, LLC](https://altss.com/profile/lenet-financial-resources-llc)
- [Viable Group](https://altss.com/profile/the-viable-group-inc)

---

Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/eugenio-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology