Modernist Financial, LLC

Bernard Tan is a financial advisor at Modernist Financial, LLC in Portland, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Modernist Financial in 2021, he worked at Acura of Portland and Foodscout, Inc. Modernist Financial serves individuals, families, trusts, estates, and small businesses, providing discretionary investment management and financial planning. The firm’s investment approach focuses on long-term, asset-class investing using low-cost index funds, with attention to diversification, cost control, and tax efficiency.

Alejandra Gonzales Pena is a financial advisor at Modernist Financial, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at B-Line Urban Delivery, Presidio Graduate School, and the Karuna Foundation. Modernist Financial serves individuals, families, trusts, estates, and small businesses by providing discretionary investment management and financial planning. The firm employs a long-term, asset-class investing approach based on Modern Portfolio Theory, using low-cost index funds and third-party sub-advisors while maintaining oversight and rebalancing.

Georgia Hussey is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Modernist Financial, LLC since 2015 and also serves at Rosenbaum Financial Inc. Hussey is an advisory board member of Money Quotient. Modernist Financial, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes long-term, asset-class investing using low-cost index funds and integrates a Financial Life Planning process while employing third-party sub-advisors and platform services for portfolio implementation.