Coordinated Lifetime Strategies

 

Ryan GenorRyan Genor
Ryan graduated from Oregon State University in 1998 with a Bachelor of Science in Business Administration with an emphasis in accounting and management information systems. He started his career with Merrill Lynch. He later joined Schultz Group CPAs (formerly Schultz & Crouse, P.C.) in 2000 and became CPA in 2003. He has been an owner in Schultz Group CPAs since 2008. His tax practice specializes in providing income tax planning and consulting services for individuals and closely held businesses.

In addition to his credential as a CPA, Ryan has also attained the Personal Financial Specialist (PFS) credential, available only to CPAs. After many years of providing planning services in the CPA firm, Ryan joined CLS Financial Advisors in 2012 to assist with retirement and income tax planning in addition to client management.

In addition to his work, Ryan is a past member of the Northwest Federal Tax Conference project committee for the Oregon Society of CPAs and is a member of the personal financial planning division of the American Institute of CPAs. Ryan is a lifelong Oregonian and an outdoor enthusiast. He enjoys skiing, wakeboarding, mountain biking and camping.

 


 

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