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

Ronald E. Wilkinson, CFP®

CeFT®

Co-Owner

Security First Advisors

16703 SE McGillivray Blvd, Suite 230
Vancouver, WA 98683

Security First Advisors

12703 SW 67th Ave
Portland, OR 97223
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 Security First Advisors in Vancouver, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • 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

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