Garrick is Associate Advisor at Cordant Wealth Partners. In 2018, he earned the Certified Financial Planner designation and is a member of the Financial Planning Association of Oregon and SW Washington.
Prior to joining Cordant, Garrick worked in Sri Lanka as a Team Lead for the Enterprise Performance Management software firm CAMMS and before that in Portland as an Associate Analyst for Human Investing. He has a Bachelor of Science degree in Economics and Finance from Linfield College.
My role on the Cordant Team
I am excited to be part of a wealth management company that stands out from the typical financial advisory firm. Cordant provides their clients with impartial wealth management advice that encompasses the clients’ “intention” for investing.
I work with Cordant’s Advisors to ensure clients planning needs are being met in a timely, transparent fashion.
As an Associate Advisor, most days you’ll find me:
- Participating in client meetings
- Communicating and following up with clients
- Modeling client data in Cordant’s financial planning software
- Preparing analysis and reports for clients and Advisors
Outside of the office:
Outside of Cordant, I spend most of my time with my wife chasing after our one-year-old daughter (she’s fast!). As an avid fan of Formula One, I try to emulate my favorite drivers by overtaking other bikers while I ride my bike to work. I am originally from Sri Lanka, and therefore spend quite a bit of time discovering the wonderful food variety Portland has to offer.