Garrick Rozairo , CFP®

Garrick Rozairo is a Wealth Advisor in Cerity Partners’ Portland, Oregon practice, where he helps technology professionals and their families navigate the opportunities and complexities that come with rapidly building wealth. His work centers on guiding clients through two pivotal phases: managing increasingly complex financial lives during their highest-earning years and then making the transition from wealth accumulation to financial independence with clarity and confidence. Drawing on deep experience in equity compensation, investment management, tax-efficient planning, and legacy planning, he helps clients understand what they need, what they can afford, and how to align their resources with the life they want to build.

Before joining Cerity Partners through a merger, Garrick spent more than a decade with Cordant Wealth Partners, where he joined as a reporting analyst and steadily advanced into a client-facing advisory role. This progression gave him a unique perspective on both the technical and personal sides of wealth management, enabling him to translate complex financial strategies into practical guidance. Over the years, he has helped individuals and families navigate major life transitions, from accumulating wealth during their working years to confidently entering and enjoying retirement. Garrick’s experience spans comprehensive financial planning, investment management, tax-efficient strategies, family legacy planning, charitable giving, risk management, and long-term care planning. He is committed to helping clients use their resources intentionally, so their financial success supports the people, causes, and experiences that matter most to them.

In his spare time, Garrick enjoys biking, watching Formula one, and exploring the beautiful outdoors Oregon has to offer with his wife and two kids.

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