Michael Patterson, CFP®

CERTIFIED FINANCIAL PLANNER™

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Phone: 503-452-0913
Fax: 503-452-7044
E-mail:
 
Mike Patterson is a CERTIFIED FINANCIAL PLANNER™ Professional and began serving as a financial advisor after almost 30 years in the fields of education and business. He brings life experience to the table when working with his clients on their financial matters.

Mike specializes in retirement planning focused on maximizing retirement income. He advises on portfolio management and manages clients’ money. Mike understands pensions (PERS), taxation and estate planning.

He provides services for IRA rollovers,
403(b) accounts, college savings plans and long-term care insurance. Mike works closely with his clients to understand their specific life goals and develops financial plans to achieve those goals. Each client is important to him.

Portland being his home, Mike received his undergraduate degree from Harding University and a Certificate of Financial Planning from Pepperdine University. Where he spends time reflects his passion for faith, family and the great outdoors.