Name: Cordant Wealth Partners
Address: 1211 SW 5th Ave, Portland, Oregon, United States
Telephone: 503-621-9207

Cordant Wealth Partners

Financial Advice for Tech Employees

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Cordant Wealth Partners Cordant Wealth Partners

Portland, OR

Serving Clients Nationwide

Financial Advice for Tech Employees

0 Certified Advisor Reviews™

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503-621-9207

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About Us

We help tech employees (that's you!) maximize their equity comp + make work optional.

As a Tech employee, you work hard to grow your wealth. We’re here to help you make the most of your income, stock compensation and employer benefits, so you can gain the confidence you're on track to achieve your goals.

WHY US?

We specialize in working with tech employees like you. After all, you wouldn’t visit a Cardiologist if you needed foot surgery.

✔️ FIDUCIARIES: We’ve adopted the highest legal standard of care, choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients.

✔️ FEE ONLY: As a fee-only advisor with a transparent fee structure, we do not sell any products and are compensated solely for the advice we provide.

✔️ INDEPENDENT: We are free to structure our business in the way that best serves our clients, not constrained by the whims of a Wall Street bank.

We offer specialized expertise to provide confidence you're on track to reach your goals.

✔️ RSUs
✔️ Deferred Compensation & Pension
✔️ Mega Backdoor Roth
✔️ Employer Stock Purchase Plan (ESPP)
✔️ Diversification & Investing
✔️ Tax & Insurance Planning

Click the 'Book Intro Call' button above to get started with your free financial assessment.

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Who We Serve

Baby Boomers
Corporate Executives
Dual Income Family
Gen X
Gen Y / Millennials
Technology Professionals

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Garrick Rozairo, CFP® Cordant Wealth Partners Financial Advice for Tech Employees

Portland, OR Nationwide

0 Certified Advisor Reviews™

Scott Gerlach, CFP® Cordant Wealth Partners Financial Advice for Tech Employees

Portland, OR Nationwide

0 Certified Advisor Reviews™

Isaac Presley, CFA® Cordant Wealth Partners Financial Advice for Tech Employees

Portland, OR Nationwide

0 Certified Advisor Reviews™

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Cordant Wealth Partners

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Locations

Video

Compensation Methods

About Us

Badges

SEC Lookup

Who We Serve

Write a Review

We Want Your Voice to be Heard

Tips for Writing a Helpful Review

Disclaimers