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Ryan Berning, Cfp® Email & Phone Number
Wealth Advisor at Buckingham Strategic Wealth
at
Focus Partners Wealth
1 work email found
@confluencewealth.com
2 phones found area 503
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor at Buckingham Strategic Wealth
Location
Portland, Oregon, United States
Company size
Who is Ryan Berning, Cfp®? Overview
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Quick answer
Ryan Berning, Cfp® is listed as Wealth Advisor at Buckingham Strategic Wealth at Focus Partners Wealth, a company with 1218 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at confluencewealth.com, phone signal with area code 503, and a matched LinkedIn profile for Ryan Berning, Cfp®.
Ryan Berning, Cfp® previously worked as Wealth Advisor at Buckingham Strategic Wealth and Wealth Advisor at Confluence Wealth Management. Ryan Berning, Cfp® holds Business, Finance from Oregon State University.
Company email context
Email format at Focus Partners Wealth
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*@confluencewealth.com
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AeroLeads found 1 current-domain work email signal for Ryan Berning, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Ryan Berning, Cfp®
Ryan Berning, Cfp® is a Wealth Advisor at Buckingham Strategic Wealth at Focus Partners Wealth. He possess expertise in asset allocation, alternative investments, portfolio management, investments, financial modeling and 8 more skills.
Listed skills include Asset Allocation, Alternative Investments, Portfolio Management, Investments, and 9 others.
Current workplace
Ryan Berning, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Focus Partners Wealth
6 roles
Ryan Berning, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
CurrentWe are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists andnational thought leaders committed to delivering on the promise of true wealth management. As aRegistered Investment Advisor, the essence of our approach is based on a pledge to act in the bestinterest of our clients, including individuals, businesses, trusts.
Dec 2020 - Present
Wealth Advisor
Jan 2017 - Dec 2020
Investment Associate
-Work on over 15 client relationships totaling more than $8bn in investable assets. -Manage the implementation, execution, due diligence, compliance, risk and liquidity management of a $600M Fund of Funds. - Collaborate with Managing Directors and Advisors to provide integrated wealth solutions. -Manage investment portfolios including the analysis of.
Mar 2013 - Jan 2017
Performance Reporting Analyst
Primary duties included the delivering monthly and quarterly investment reports to clients. Additional responsibilities included assistance with portfolio rebalancing projects, asset allocation modeling, and daily monitoring of client portfolios.
Jun 2011 - Feb 2013
Performance Measurement Analyst
Duties included preparation of quarterly and monthly investment performance reports and communication with Custodians, Investment Portfolio Managers, and Clients. Tasked with collecting and analyzing client portfolios, tracking portfolio trends, and reporting the findings to clients and internal consultants. Led a three-member team in charge of reporting.
Dec 2007 - May 2011
1 education record
Ryan Berning, Cfp® education
-
Oregon State University
FAQ
Frequently asked questions about Ryan Berning, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ryan Berning, Cfp® work for?
Ryan Berning, Cfp® works for Focus Partners Wealth.
What is Ryan Berning, Cfp®'s role at Focus Partners Wealth?
Ryan Berning, Cfp® is listed as Wealth Advisor at Buckingham Strategic Wealth at Focus Partners Wealth.
What is Ryan Berning, Cfp®'s email address?
AeroLeads has found 1 work email signal at @confluencewealth.com for Ryan Berning, Cfp® at Focus Partners Wealth.
What is Ryan Berning, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 503 for Ryan Berning, Cfp® at Focus Partners Wealth.
Where is Ryan Berning, Cfp® based?
Ryan Berning, Cfp® is based in Portland, Oregon, United States while working with Focus Partners Wealth.
What companies has Ryan Berning, Cfp® worked for?
Ryan Berning, Cfp® has worked for Focus Partners Wealth, Buckingham Strategic Wealth, Confluence Wealth Management, Ctc | Mycfo, and Arnerich Massena, Inc.
How can I contact Ryan Berning, Cfp®?
You can use AeroLeads to view verified contact signals for Ryan Berning, Cfp® at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.
What schools did Ryan Berning, Cfp® attend?
Ryan Berning, Cfp® holds Business, Finance from Oregon State University.
What skills is Ryan Berning, Cfp® known for?
Ryan Berning, Cfp® is listed with skills including Asset Allocation, Alternative Investments, Portfolio Management, Investments, Financial Modeling, Hedge Funds, Mutual Funds, and Bloomberg.
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