Patricia L. Passon, CFP®
Encompass Financial Advisors, Inc.
I am the principal of Encompass Financial Advisors, Inc., which is a financial planning and investment advisory firm located in Beaverton.
I understand that life decisions are driven by many needs and motivations and that finances are just one of them. This is why I will view your situation from both a financial and a personal perspective. I’ll ask you questions and listen carefully to your answers, then partner with you to help you develop and achieve your dreams and goals. I will also ensure that your investment portfolio is structured to meet your risk tolerance.
I remember sitting on the client side of the table years ago, trying to decipher what my financial advisor was saying. I found myself wondering (perhaps like you) how everything would fit together to meet my needs and goals. In fact, my dissatisfaction with the sales process, plus a long-term interest in investing and financial planning, led me to change careers. I have been a financial and investment advisor since 1991 and fee-only since 1993.
If you need help from a specialist, such as a tax attorney or insurance expert, I will help you find the appropriate professional(s) and work with them as a team to help you accomplish your objectives. I will help you cut through the clutter, explain what the talking heads mean or aren’t saying, and work with you to evaluate your options and map a financial path that is appropriate for you.
My background and experience
I have a BA in Psychology from Pitzer College with an emphasis on Organizational Psychology, and an MBA from Santa Clara University. I earned my CFP designation from the College for Financial Planning.
In my “spare” time, I like to read mysteries (but not Stephen King!), garden, play ukulele (not well but I try), find and use fountain pens (those from the 1930’s and 40’s are the best), and enjoy our small one-eyed dog with food allergies and separation anxiety.
Encompass Financial Advisors, Inc. is a Registered Investment Advisor firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Encompass Financial Advisors, Inc. would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
Holistic, cash-flow based financial planning
Planning for LGBT and nontraditional families
Charitable gift strategies
Special needs planning
Membership & Associations
Financial Planning Association (FPA)