Ron Barry, Phd, Cfp® Email and Phone Number
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Ron Barry, Phd, Cfp® personal email
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Ron is Independent Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional who provides fee-based investment advisory services to: HEALTHCARE PROFESSIONALS, PUBLIC EMPLOYEES, and SMALL BUSINESS OWNERS.Ron is a partner, the Chief Executive Officer, and the Chief Operations Officer with Willamette Financial Advisors, LLC, an Independent Registered Investment Advisor (RIA) firm. Ron offers Financial Planning, Investment Advisory, and Wealth Management Services through Willamette Financial Advisors, an RIA registered with the United States Securities and Exchange Commission (SEC). The SEC registration does not constitute and endorsement of Willamette Financial Advisors by the SEC, and Willamette Financial Advisors is not affiliated with LinkedIn. Willamette Financial Advisors does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. Clients should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 503-747-0306.For additional information, refer to the website section.
Willamette Financial Advisors, Llc
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Chief Executive Officer, Chief Operations OfficerWillamette Financial Advisors, Llc Jan 2020 - PresentLake Oswego, Oregon, Us -
Independent Financial Advisor And Chief Operations OfficerWillamette Financial Advisors, Llc Mar 2005 - Jan 2020Lake Oswego, Oregon, UsRon provides fee-based financial advice and product-specific services to individuals, couples and partners. Clients include health care professionals, small business owners, and federal and state employees, as well as companies and foundations providing employer-sponsored tax-deferred retirement savings plans. As an Independent Financial Advisor, emphasis is placed on personalized investment goals and risk management practices that best meet the wealth management and preservation needs of the clients.Consistent with his CFP® certification, Ron adheres to the Fiduciary Standard in providing services to his clients. Specifically, this entails always serving n his clients' best interests.Specialties:Financial PlanningWealth PreservationEstate Planning assistanceTax Planning assistanceRisk ManagementEducation PlanningRetirement Planning and Income DistributionTaxable and Tax-Deferred InvestmentsAlternative and Socially Responsible InvestmentsTraditional IRAsRoth IRAsSEP IRAs403(b) retirement plans401(k) retirement plansImmediate and Deferred AnnuitiesPERS employees' pensions & benefitsFERS employees' pensions & benefitsCSRS employees' pensions & benefits
Ron Barry, Phd, Cfp® Skills
Ron Barry, Phd, Cfp® Education Details
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Washington State UniversityMicrobiology & Immunology -
University Of PortlandCertificate Of Financial Planning -
The College Of IdahoZoology/Animal Biology
Frequently Asked Questions about Ron Barry, Phd, Cfp®
What company does Ron Barry, Phd, Cfp® work for?
Ron Barry, Phd, Cfp® works for Willamette Financial Advisors, Llc
What is Ron Barry, Phd, Cfp®'s role at the current company?
Ron Barry, Phd, Cfp®'s current role is Chief Executive Officer and Chief Operations Officer at WILLAMETTE FINANCIAL ADVISORS, LLC.
What is Ron Barry, Phd, Cfp®'s email address?
Ron Barry, Phd, Cfp®'s email address is ro****@****adv.com
What is Ron Barry, Phd, Cfp®'s direct phone number?
Ron Barry, Phd, Cfp®'s direct phone number is +150334*****
What schools did Ron Barry, Phd, Cfp® attend?
Ron Barry, Phd, Cfp® attended Washington State University, University Of Portland, The College Of Idaho.
What are some of Ron Barry, Phd, Cfp®'s interests?
Ron Barry, Phd, Cfp® has interest in Pro Bono Activities, Economic Empowerment, Civil Rights And Social Action, Live Music, Oregon Public Broadcasting Fundraising, Education, Environment, Theatre, Hiking, Financial Planning Days.
What skills is Ron Barry, Phd, Cfp® known for?
Ron Barry, Phd, Cfp® has skills like Retirement Planning, Estate Planning, Investments, Securities, Insurance, Financial Planning, Pensions, Wealth Management Services, Iras, Retirement Plans, Fers Pensions, Pers Pensions.
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