Patrick Yazhari, CFP®
Patrick Yazhari, CFP®, joined Ferguson Wellman in 2015 as a trading associate where his primary function is equity execution and analysis. He assists with trade settlements, resolving trading issues and supporting and providing portfolio managers with current market information. Yazhari manages due diligence and research for equity mutual fund and ETF wholesalers. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and collaborates with the wealth management committee by using the financial planning software Wealth Horizon™.
Yazhari is a native Oregonian and graduated from Oregon State University with a B.S. in finance. Prior to joining Ferguson Wellman, Yazhari worked in service roles at U.S. Bank and Wells Fargo and interned at Northwestern Mutual. Yazhari serves on the board of directors for the Financial Planning Association of Oregon and Southwest Washington and is a member of the Security Traders Association of Portland. In his free time he enjoys hiking with his golden retriever, playing basketball and cheering on the Portland Trailblazers and Oregon State Beavers.