Phil Richman, CFP®

Associate Partner

Growing up on the front range of the Rockies, we lived in Denver Colorado most of my childhood.  After graduating from the University of Colorado, Boulder in 1995 I spent 3 years in Charlotte, North Carolina where I was immersed in the operational and technological intricacies of the financial services industry.  In 2002, after having received an MBA in Finance from the University of Oregon I became a financial advisor and in 2007 received my Certified Financial Planner™ designation.  Since those times, I have become known for having pragmatic conversations with clients who tend to share my concerns around broader global and social issues including environmental degradation, climate change, wealth disparities, housing and transportation.  This focus and the investments related are more commonly referred to as ESG (environmental/social/governance) investments.  I believe investors can do well by doing good, but also know this comes from the result of having a sound, logical and realistic financial plan in place.

Being a utilitarian cyclist, I enjoy helping inspire others to live healthier, freer lives and save more money by considering alternatives to single occupancy vehicles.  In the Portland community, I serve on the Board of Directors at The Street Trust, The Street Trust Action Fund, the Portland Bicycle Advisory Committee and the Portland Vision Zero Task Force.

In my free time I am commonly found playing or watching football (soccer).  I also enjoy the tremendous natural beauty of the Pacific Northwest. 

More Info

Certified Financial Planner Board of Standards Inc. 2007
Granted professional designation of CFP®
Certified Financial Planner ™

University of Oregon, Eugene – 2001
Master’s of Business Administration – Finance

University of Colorado, Boulder – 1995
Bachelor of Science – Marketing

Favorite Activities with Family and Friends
Bike Riding
Disc Golf
Ball Sports
Outdoor Adventures
Live Music (Pickathon!)