Ryan McClung has been a CPA for 20 years, a CFP® professional for 11 years, and held several roles as a CFO. In addition, he is a real estate investor, which has given him a depth of knowledge to advise clients with real estate investment as part of their portfolios.
Ryan’s experience in advising both individuals and businesses has allowed him to develop a unique ability to help business owners with a range of topics and issues that are particular to them. That is why he believes it is important to approach financial planning on a granular scale. Ryan remains determined to spend time understanding each client's needs, wants, and financial goals so that he can create a well- thought, well-defined plan.
Seeing the end result of a transformative process is what he finds most rewarding. According to Ryan, the sight of joy on a client's face after lifting financial stress from their shoulders is priceless. That is why his planning process begins by discussing and defining what is most important to the client. From there, he will create a trusted, tailored solution that moves them toward the financial future they dream of.
Ryan studied accounting at Oregon State University where he received his Business Degree. Ryan also holds the following designations, registrations, and licenses:
Ryan's passions outside of financial planning include backpacking, beach trips, surfing with the kids, jiu jitsu, and just being alongside his family and friends. As someone who loves kids, Ryan will often volunteer for organizations that help support children in the community. For example, he was the Treasurer for the Metropolitan Youth Symphony and Parenting With Intent, which helps provide support and services to at-risk youth in foster care.