Charissa Anderson, CFP®, CDFA®
Executive Vice President | Shareholder
CFP, Wealth Management, West Bearing, Portfolio Management
Charissa Anderson, CFP®, CDFA®, is an executive vice president of portfolio and wealth management at Ferguson Wellman, based in Portland, Oregon. She joined the firm in 2017, is a shareholder, and serves on both the management committee and wealth management committee, in addition to chairing the firm’s practice management committee.
With more than 20 years of experience in financial services, Charissa specializes in helping individuals, families and high-net-worth clients navigate divorce and other significant life transitions, alongside broader wealth management and long-term financial planning. As a CERTIFIED FINANCIAL PLANNER® professional (CFP®) and a Certified Divorce Financial Analyst® (CDFA®), she brings specialized expertise to situations requiring nuanced financial analysis during periods of major change.
Prior to joining Ferguson Wellman, Charissa advised high-net-worth clients in the private bank divisions of Umpqua Private Bank and Bank of America in Portland, Oregon.
Education and Designations:
- CFP® (Certified Financial Planner®)
- CDFA® (Certified Divorce Financial Analyst®)
- Bachelor of Science in Psychology, Portland State University
- Executive Certificate in Financial Planning, University of Portland
Community Engagement:
- Chair, Oregon Zoo Foundation
- Chair of Investment Committee, Multnomah Athletic Club
