Patrick
Yazhari

Vista Capital Partners, Inc

CRD#6341416
Investment Advisor
in Portland, OR

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About this Advisor

Patrick Yazhari is a certified financial planner who works out of Portland, Oregon who has 4 years of industry experience. Yazhari is currently employed by Vista Capital Partners, Inc. The advisor has gained experience at Us Bank, Northwestern Mutual, Aequitas Capital Management, Ferguson Wellman Capital and Oregon State University. Yazhari is approved to operate in Oregon. Vista Capital Partners, Inc is a firm based out of Portland, OR. It manages $2 billion in assets among its 2,802 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 2,802 client accounts, 41% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on which service is offered. However, fees charged by Vista Capital Partners, Inc typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

9755 Sw Barnes Road Suite 595
Portland, OR 97225

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Vista Capital Partners, Inc Brokerage Details

Total Assets Under Management

$2,090,204,250

OR Average: $1,120,203,312
Total Number of Employees

35

OR Average: 50
Total Number of Accounts

2,802

OR Average: 1,309
Average Account Size

$745,969

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Patrick Yazhari Work History

Patrick has been registered as a financial advisor for 4 years.*

2015 - 2015 (< 1 year)

Aequitas Capital Management

2015 - 2019 (4 years)

Ferguson Wellman Capital

2015 - 2015 (< 1 year)

Oregon State University

2014 - 2014 (< 1 year)

Northwestern Mutual

2012 - 2014 (2 years)

Us Bank

*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 Patrick Yazhari 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 Vista Capital Partners, Inc

Andrew Darkins
Portland, OR
Julia Tierney
Portland, OR
Eric Yan
Portland, OR
Jonathan Gannon
Portland, OR
Christopher Roberts
Portland, OR
Cara Miller
Portland, OR
Patrick Yazhari
Portland, OR
Emily Genor
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.

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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.

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