Andrea
Sunada
Pattern
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrea Sunada is a certified financial planner operating in Portland, Oregon. Sunada currently works for Pattern. Sunada has gained experience at Raymond James Financial Services, Inc, Kruse Woods Financial Partners, Pearson Financial Group, Buffalo Wild Wings, Chase Bank, Us Bank, Jamba Juice, Raymond James Financial Services Advisors Inc, Kms Financial Services, Inc, Retirement Consulting Group, Cable Hill Partners, LLC, Mercer Global Advisors Inc and Pattern Advisors LLC. Sunada holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Oregon. Pattern is an advisory firm operating in Portland, Oregon. It has just two financial advisors. Pattern provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees billed by Pattern typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pattern Brokerage Details
2
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Andrea Sunada Work History
Andrea has been registered as a financial advisor for 0 years.*
Pattern Advisors LLC
Mercer Global Advisors Inc
Cable Hill Partners, LLC
Kms Financial Services, Inc
Retirement Consulting Group
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Kruse Woods Financial Partners
Pearson Financial Group
Buffalo Wild Wings
Chase Bank
Us Bank
Jamba Juice
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrea Sunada to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pattern
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
