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Home > Financial Planner Directory > Oregon > Beaverton > Patricia L. Passon, CFP®
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Patricia L. Passon, CFP®

Encompass Financial Advisors, Inc.

6107 SW Murray Blvd
Suite 403
Beaverton, OR 97008-4421
Phone: (503) 643-8075
Fax: (503) 214-8602

Toll-free: (877) 838-3809

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.