Coordinated Lifetime Strategies

 

Ryan GenorRyan Genor

Ryan is an owner of CLS Financial Advisors. He graduated from Oregon State University with a degree in accounting and became a CPA in 2003. In addition to his CPA license, Ryan also attained the Personal Financial Specialist (PFS) credential for CPA/financial planners in 2014.  He has spent many years helping his clients plan for their financial future and has special expertise incorporating income tax planning into every aspect of financial planning.

Ryan values his relationships with his clients above all else.  He considers it an honor to work with every client and learn about each client’s dreams, passions, goals and interests.  He has found that every individual has their own unique circumstances and needs.   Ryan has a passion for working with clients to plan for and work through the challenges that life presents to each person.  He believes that two of the most important keys to successfully taking on life’s challenges are preparation and the ability to adapt.    Ryan’s years and years of coaching in athletics, in combination with his CPA financial planning skills, have helped train him to work side by side with his clients to help them meet their life challenges and work together to find their best solutions. 

Ryan is a lifelong Oregonian. He enjoys outdoor activities including soccer, skiing, wakeboarding, mountain biking and backpacking.  As mentioned above, he has spent many years coaching including ski racing at the high school level.  After his daughters were born, he replaced being a ski coach with currently coaching both of his daughters’ soccer teams.

 


 

9700 SW Capitol Highway, Suite 285 | Portland, Oregon 97219 | Phone: 503-244-8879 | Fax 503-293-4364 | email
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