Welcome to Patrick Yaghoobians!

We’ve been relieved to see the progress of vaccination steadily increase throughout the US, and particularly in Oregon, as it looks like we may at last be heading for the end of the pandemic. The vaccination rate in the US has reached 2 million doses a day, which only a couple of months ago seemed impossible. Despite the pandemic, we have been busier than ever in service to our clients, and as a result have been on the hunt for a new team member for over a year. That search ended just over a month ago when we recruited a new associate advisor.

We’re so excited to welcome Patrick Yaghoobians to the team. He comes to us from the Los Angeles area and graduated summa cum laude from Cal State Northridge in 2018 with a degree in Finance, concentrated in Financial Planning. For the past two years, he directed the financial planning process for his team’s group at Morgan Stanley. He is a Certified Financial Planner™ candidate and comes with a wealth of detailed planning knowledge alongside his experience.

As part of the financial process, Patrick loves to geek out on the smaller personal finance steps that come together to achieve big goals. He and Megan are looking forward to expanding our financial education program for children of our clients. His passion was shaped by his family’s experience immigrating to the US during the Great Recession and honed by an enthusiastic economics teacher during his senior year of high school, who remains an important influence in his life.

Patrick is a foodie and is excited to try out the many local restaurants in the Portland area, though he’s still searching for a worthy successor to his local Mediterranean restaurants back home. As he’s originally from Toronto, Canada, he is a huge hockey fan and excited about the great season his Leafs are having.

You’ll likely start hearing directly from him when it’s time to review and update your financial plan. We’re looking forward to making our planning process even more essential and valuable to you.