Megan Buchanan, CFP®

Paraplanner

My roots in financial planning began while working for a financial literacy organization that helped individuals understand the fundamentals of money management. Witnessing how such guidance empowers people to feel in control of their personal financial situation led me to explore opportunities in the financial planning sector. 

In 2014 I began in operations at a small Portland firm, but quickly transitioned to paraplanner. Four years later, I completed the CERTIFIED FINANCIAL PLANNER™ Board’s extensive certification process and joined the Silver Oak team. As a paraplanner, I coordinate with the advisors to provide streamlined service and to grow strong relationships with our clients. I thrive on a team, aiming to bring an open mind, fresh perspective, and delight in the form of homemade baked goods.

Outside of the office, you will find me on the bouldering wall, in the wilderness on a backpacking adventure, tending to my 30+ houseplants, or seeking ways to support social justice in my Portland community.

Education

  • Willamette University, Bachelors in Politics, Minor in Rhetoric
  • University of Portland, Executive Certificate in Financial Planning

Professional Affiliations

  • National Association of Personal Financial Advisors (NAPFA)