Patrick Yazhari
CFP®, Lead Advisor
Patrick is keenly attuned to the impact he can make as a financial advisor, and he pours 100% of his heart and energy into working with Vista’s clients. Whether he’s providing advice on how to achieve a financial goal, maximize charitable giving, or leave a legacy, Patrick leans on his strong knowledge base and meticulous planning skills to help clients lead happier, more prosperous lives.
Proud of his upbringing, Patrick credits his father — who moved here from Iran in the 1970s to create a new life for his family — with instilling in him a strong work ethic and an interest in finance and investing. He is fascinated by the ever-changing landscape of the financial industry and continuously seeks out new information and strategies to better serve clients.
Patrick studied at Oregon State University (OSU), where he earned his Bachelor of Science in Finance. He has also earned the Certified Financial PlannerTM (CFP®) designation.
Something you may not know about Patrick: Patrick is a wellness enthusiast who swears by the powerful combination of sauna sessions and cold plunges for their ability to refresh both the body and mind.