Josh Frankel, CFP®
Director | Shareholder
Board of Directors, CFP, Wealth Management, West Bearing
Josh Frankel, CFP®, is a director of the firm and lead of West Bearing Investments, a division of Ferguson Wellman. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand his clients’ goals and then provide the best financial and investment counsel. In his role at the firm, Josh works as portfolio and wealth manager with individual and institutional clients concentrated in Portland, Vancouver, Eugene, Bend, Medford, Spokane and throughout California. He possesses a range of professional experiences that enable him to provide a high level of client service and guidance on investment management and planning. Josh leads our practice management committee and is a member of the firm’s wealth management team.
Prior to joining West Bearing, Josh worked as a financial advisor and retirement planning specialist for Merrill Lynch.
Education and Designations:
- CERTIFIED FINANCIAL PLANNER® professional
- Bachelor of Science in Journalism, University of Oregon
- Master of Business Administration, University of Oregon
Community Engagement:
- Chair Emiritus, Oregon Jewish Community Foundation
- Board Member, New Avenues for Youth.
- Past Chair, Greater Portland Hillel
Awards:
- 40 Under 40, Portland Business Journal
