Ryan T. McClung, CFP<sup>&reg;</sup> - Financial Advisor

Ryan T. McClung, CFP®

CPA, CEPA®

Crossroads Wealth Planning

420 2nd St
Lake Oswego, OR 97034-3127
FINANCIAL ADVISOR'S WEBSITE
(971) 350-8523 CONNECT WITH Ryan
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General

Ryan McClung is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crossroads Wealth Planning in Lake Oswego, OR and the surrounding communities.

Financial Advisor Overview

****Our office is located in Lake Oswego, OR, but we serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings. ****I charge hourly for my services so you only pay for the amount of time you need. Some clients just want help with some questions and others need full service. ****Contact me to set up a complimentary introductory call. ****I do not have asset minimums nor do I charge based on how much assets you have. ****I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).

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Financial Advisor Experience

I've been a Certified Financial Planner™ (CFP®) for 14 years and a Certified Public Accountant (CPA) in Oregon for 22 years. Recently I added the Certified Exit Planning Advisor™ (CEPA®) credential which focuses on assisting business owners through the process of transitioning out of their business. I believe it is important to approach financial planning on a granular scale. I'm determined to first spend time understanding each client's needs, wants, and financial goals so that I can create a well- thought out, well-defined plan.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Certified Public Accountant (CPA) & Certified Exit Planning Advisor (CEPA®)
FINRA BrokerCheck

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, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources