Broker Check

  "The best preparation for tomorrow is doing your best today."

As planners we strive to discover with you your lifelong goals, objectives, fears, and emotions regarding finances. Understanding this about each client allows us to develop a tailored strategy for you financial success. We believe it is our job to help generate, with a high degree of probability, a desired outcome. We do this by creating order out of the chaos that is today's world of information overload and rapidly changing economies, markets, and tax laws.

Frazier Wealth Management will work like your Coach and General Manager.

We will create the strategy, we will employ the best possible players to execute your financial game plan. If there is a need to replace or trade one of these players, we will do that, we have a deep bench to choose from, we have options.

A financial game plan is key to success. Your plan doesn't have to be complicated. But, when we know what our goals are, we will be able to create the strategy to help achieve them.

Equally important is identifying various risk factors and finding alternatives to efficiently managing those risks. Risk Management is paramount to building and maintaining wealth.

Andrew Frazier, MBA, BFA™  

Email | andrew.frazier@frazierwm.com     Phone | 503.719.5366

Andrew Frazier has been creating and managing client financial plans and assets since 2002 and serves a diverse list of clientele. He holds the Behavioral Financial Advisor designation™. Andrew graduated from Willamette University, where he also earned his MBA.

Andrew has served in leadership positions with many civic and political organizations in the Portland area. He currently serves on the Board of Directors, Executive Committee, and Grant's Committee for Venture Portland, and is the current Board President for the Beaumont Business Association.

Andrew is a passionate competitive youth girls soccer coach. He is currently coaching for FC Portland Academy (ECNL), Olympic Development Program (ODP), Metro Rivals FC (Futsal), and Grant High School. Andrew loves to golf, DIY projects, working in the yard, and hanging out with his family. He is a third generation resident of Portland, where he currently lives with his wife and twin daughters.

Greg Kimura, CFP®

Email | greg.kimura@frazierwm.com     Phone | 503.719.5366

 

Greg Kimura was raised in the hills of wine country. However, at the time of his youth the vineyards of Yamhill County were mostly filbert orchards and pastures. Greg is a graduate of the University of Oregon. In 1996, Greg and his family settled down in Sherwood, Oregon.

 

Greg has vast experience in the field of comprehensive financial planning, drawing from his extensive knowledge around risk management products, tax implications of various investment choices, and equity management.

 

Greg has earned the designation of CERTIFIED FINANCIAL PLANNER™ professional.

 

Greg is an avid sports enthusiast. You will often find him officiating wrestling or football matches.

 

CFP Board