Charissa Anderson, CFP®
Senior Vice President
Charissa Anderson, CFP®, senior vice president, joined West Bearing Investments, a division of Ferguson Wellman, in 2017 and serves as portfolio manager. Anderson is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand her clients’ goals and then provide the best financial and investment counsel.
Prior to joining West Bearing, Anderson was a private bank advisor at Umpqua Private Bank for six years, providing wealth management solutions for high-net-worth individuals. She earned her Bachelor of Science degree in psychology from Portland State University and her CERTIFIED FINANCIAL PLANNER™ certification and Executive Certificate in Financial Planning from the University of Portland.
Anderson serves on the board of directors for the Classroom Law Project. In her free time she and her husband enjoy spending time with their young children, traveling, discovering Portland’s dining scene and exploring the Pacific Northwest outdoors.