Ronald E. Wilkinson,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald E. Wilkinson, CFP®

CeFT®

Advisor

Pinnacle Wealth Advisors

12703 SW 67th Ave
Tigard, OR 97223

Pinnacle Wealth Advisors

9200 SE Sunnybrook Blvd, Ste 170
Clackamas, OR 97015-5766
FINANCIAL ADVISOR'S WEBSITE
(800) 898-4224
(503) 274-4224

General

Ronald Wilkinson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Pinnacle Wealth Advisors in Tigard, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CeFT

Insurance Licenses

  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

More

Helpful Financial Planning Resources