Manisha Thakor, wealth advisors portland

Manisha Thakor, CFA®, CFP®

Vice President of Financial Education

Portland Office

Phone: 713.927.3627

LinkedIn Profile

How do I help our clients live a richer life?
Helping our clients incorporate financial wellbeing into their overall definition of personal wellbeing is the way in which I strive to help our community live a richer life. Oftentimes we don’t need more financial information; what we need is financial wisdom—a state that I call “MoneyZen.” Financial education can go a long way toward increasing levels of calm, confidence, and clarity in both one’s personal finances and in one’s overall life.

How do I spend my time outside of Brighton Jones?
In my active time away from work, you can typically find me doing yoga, spinning, swimming, or taking NIA/dance classes. A self-proclaimed champion Netflix-binger, you can also find me curled up on the sofa or as a third wave coffee fan, out savoring a good book over a great cappuccino during quieter times. My two primary philanthropic interests are mental health and economic empowerment for women. Most of all, I’m the proud aunt to my brother’s three incredible children.

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