Ron Barry, Phd, Cfp®

Ron Barry, Phd, Cfp® Email and Phone Number

Chief Executive Officer and Chief Operations Officer at WILLAMETTE FINANCIAL ADVISORS, LLC @ WILLAMETTE FINANCIAL ADVISORS, LLC
Ron Barry, Phd, Cfp®'s Location
Lake Oswego, Oregon, United States, United States
Ron Barry, Phd, Cfp®'s Contact Details

Ron Barry, Phd, Cfp® work email

Ron Barry, Phd, Cfp® personal email

n/a

Ron Barry, Phd, Cfp® phone numbers

About Ron Barry, Phd, Cfp®

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.

Ron Barry, Phd, Cfp®'s Current Company Details
WILLAMETTE FINANCIAL ADVISORS, LLC

Willamette Financial Advisors, Llc

View
Chief Executive Officer and Chief Operations Officer at WILLAMETTE FINANCIAL ADVISORS, LLC
Ron Barry, Phd, Cfp® Work Experience Details
  • Willamette Financial Advisors, Llc
    Chief Executive Officer, Chief Operations Officer
    Willamette Financial Advisors, Llc Jan 2020 - Present
    Lake Oswego, Oregon, Us
  • Willamette Financial Advisors, Llc
    Independent Financial Advisor And Chief Operations Officer
    Willamette Financial Advisors, Llc Mar 2005 - Jan 2020
    Lake Oswego, Oregon, Us
    Ron 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

Retirement Planning Estate Planning Investments Securities Insurance Financial Planning Pensions Wealth Management Services Iras Retirement Plans Fers Pensions Pers Pensions Certified Financial Planner

Ron Barry, Phd, Cfp® Education Details

  • Washington State University
    Washington State University
    Microbiology & Immunology
  • University Of Portland
    University Of Portland
    Certificate Of Financial Planning
  • The College Of Idaho
    The College Of Idaho
    Zoology/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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.