Garrick Rozairo, CFP®
Financial Advice for Tech Employees
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Cordant Wealth Partners
Garrick Rozairo, CFP®
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Advisor
Portland, OR
Serving Clients Nationwide
Financial Advice for Tech Employees
Areas of Focus
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Garrick Rozairo is an Advisor at Cordant Wealth Partners. In 2018, he earned the Certified Financial Planner designation and is a member of the Financial Planning Association of Oregon and SW Washington.Prior to joining Cordant, Garrick worked in Sri Lanka as a Team Lead for the Enterprise Performance Management software firm CAMMS and before that in Portland as an Associate Analyst for Human Investing. He has a Bachelor of Science degree in Economics and Finance from Linfield College.
"I'm proud to be part of a wealth management firm that truly puts the client's best interest in the forefront without the conflicts of a commission-driven investment approach." - Garrick Rozairo
My Role on the Cordant Team:
I strive to help our clients understand and achieve their financial goals. Helping guide our clients through the process of identifying what is important to them and showing them how they can financially achieve their goals is both exciting and rewarding.
As an Advisor at Cordant, most days you will find me:
✔️ Ensuring client needs are being met
✔️ Delivering accurate straight-forward advice using the Cordant Wealth Process
✔️ Meeting with clients and following-up on client-related action items
✔️ Modeling client data in our financial planning software
✔️ Proactively working with our client’s attorney and CPAs
✔️ Ensuring trades are executed efficiently
When not at work, you'll find me enjoying time with my wife and two kids. On the weekends we enjoy working on house projects and watching Formula One racing. I was born and raised in Sri Lanka and enjoy discovering all that Portland has to offer; from the food variety to scenic hikes.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Financial Planning Association
Primary Location
1211 SW 5TH AVE Ste. 2310, PORTLAND, OR 97204
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get started with your free financial assessment. This is a 3-step process showing how you can lower taxes + uncover hidden wealth-building opportunities. Step 1 is a 20-minute call, followed by Step 2, a 1-hour discovery meeting. In Step 3, we'll review your assessment with our findings and recommendations. At the end of this process, we will simply ask you to think about it. Get started today!Offers Investment Management
Yes
About our Firm
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.
Education
Linfield University, BS, Finance and Economics
Hobbies and Interests
- Family
- Hiking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Technology Professionals
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