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Ryan McClung (CEPA, CFP®, CPA)

Ryan McClung focuses in the
following client markets or areas of practice:

  • Business Owners
  • Generation X
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Retirement planning, wealth management and business exit planning.

Additional Information

Financial planning services billed on an hourly basis so that clients pay for just what they need. We don't have minimums or charge a fee based on how much assets we manage. We offer all the same personal financial planning services to individuals and families. Our services include retirement planning, cash flow analysis, investment advising, estate planning, personal risk assessment, tax planning, and business exit planning .

NAPFA Start Date

May 12, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

420 2nd Street Lake Oswego, OR 97034 Phone: +1 (503) 502-0692
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