Devon Frazier (CFP®, MBA, MS)
Devon Frazier focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Financial Psychology/Coaching
- LGBTQ+
- Middle Income Client Needs
- Novice Investors
- Business Owners
- Entrepreneurs
- Financial Psychology/Coaching
- LGBTQ+
- Middle Income Client Needs
- Novice Investors
Planning Specialties
I'm a career changer with over a decade of experience leading and coaching others through transition. My driving purpose is helping people see money as a tool to live their best lives and I especially love working with people at a cross roads and willing to bet on themselves. So whether you're been recently laid off and are looking for more meaning, readying to retire, leaving corporate and starting your own business, or taking sabbaticals along the way, I'd love to help you see the financial possibilities in making those steps.
Additional Information
On the personal side of things, I am always learning a new hobby and taking mini deep dives into different realms of knowledge - from cold process soap making to keeping mason bees to figuring out how to train for an ultra marathon (without getting injured). I spend a lot of my time keeping our rescue dogs happy, perfecting my terrible ski turns, and trying to decipher the code that is gardening in Oregon's high desert zone 6b.
NAPFA Start Date
August 20, 2026
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