Ronald A. Barry,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald A. Barry, CFP®

PhD,

Financial Advisor, CEO, COO

Willamette Financial Advisors, LLC

Willamette Financial Advisors, 5335 SW Meadows Rd, Ste 240
Lake Oswego, OR 97035
FINANCIAL ADVISOR'S WEBSITE
(503) 406-8908 CONNECT WITH Ronald
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General

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

Financial Advisor Overview

I am an Independent 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.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

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

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources