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Bernard T
Series 65
Portland, OR
Modernist Financial, LLC
Bernard Tan is a financial advisor with Modernist Financial, LLC, holding a Series 65 designation and bringing two years of industry experience. He has worked at Modernist Financial since 2019 and has prior experience at Acura of Portland and Foodscout, Inc. Modernist Financial is a registered investment adviser serving high-net-worth individuals, families, trusts, estates, and small businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on customized, long-term, diversified portfolios with an emphasis on cost management, tax efficiency, and Financial Life Planning.
Alejandra P
Series 65
Portland, OR
Modernist Financial, LLC
Alejandra Peaña is a financial advisor at Modernist Financial, LLC in Portland, OR, holding a Series 65 designation with two years of industry experience. She has worked at Modernist Financial since 2021 and has previous experience with B-Line Urban Delivery, Presidio Graduate School, and the Karuna Foundation. Modernist Financial is a registered investment adviser serving individuals, families, trusts, estates, and small businesses, with a focus on high-net-worth clients. The firm provides customized, long-term portfolio management and financial planning, utilizing low-cost funds and third-party sub-advisors to emphasize cost management, tax efficiency, and discretionary implementation.
Georgia H
CFP®, Series 66
Portland, OR
Modernist Financial, LLC
Georgia Hussey is a CFP® and Series 66 licensed financial advisor at Modernist Financial, LLC, with 15 years of industry experience. She has worked at Modernist Financial since 2015, following roles at Rosenbaum Financial Inc. and Wells Fargo Clearing. Hussey serves on the advisory board of Money Quotient outside of her advisory duties. Modernist Financial provides discretionary investment management and financial planning services primarily to high-net-worth individuals, families, trusts, estates, and small businesses. The firm builds customized, long-term portfolios focused on cost management, tax efficiency, and rebalancing, managing approximately $113 million with an emphasis on financial life planning and a higher advisor-to-client ratio.
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