Ronald A. Barry, CFP^®

PhD,

Financial Advisor, CEO, COO

Willamette Financial Advisors, LLC

6650 SW Redwood Ln, Ste 310
Portland, OR 97224-7184

FINANCIAL ADVISOR'S WEBSITE

http://www.wfinadv.com

(503) 747-0306 CONNECT WITH Ronald

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

100% fee-based, based on assets under management or contracted fixed-fee services (NOT commission-based).

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$150,000

My Links

WFA Website

General

Ronald Barry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Willamette Financial Advisors, LLC in Portland, OR and the surrounding communities.

Financial Advisor Overview

I am an Independent Fiduciary Financial Advisor providing fee-based investment solutions and advisory services to residents of the Pacific Northwest and throughout the U.S. I specialize in addressing the unique needs of health care professionals, public (federal and state) employees, and independent business owners. As a CFP® professional, I am committed to the highest fiduciary standard of serving in my clients’ best interests.

In addition to my advisory practice, I enjoy participating in other beneficial community activities, which includes serving as:

a pro bono advisor for Financial Planning Days (Portland, OR);
a pro bono advisor for victims of domestic abuse (Bradley Angle House, Portland, OR); and
a FPA chapter volunteer for Oregon Public Broadcasting fund-raising programs.
a pro bono financial advisor for disabled veterans through the Homes for Our Troops program.

Financial Advisor Experience

20 years in investment and wealth management for individuals and family households; 12 years in financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Planning, Wealth Management, and investment Advisory Services offered through Willamette Financial Advisors, LLC, an Independent SEC-Registered Investment Advisor firm.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances