Ryan Berning CFP®
"If you fail to plan, you are planning to fail."
I got into wealth management to help people. The financial services industry is fraught with conflicts of interest and misinformation, so my goal is to help my clients safeguard their life savings and make informed decisions about their money.
I approach wealth management with two ears and one mouth, in that order. I listen to my clients so that I can learn what matters to them and what they hope to achieve. I provide the tools, tactics, and expertise, but not without first listening and understanding my client’s objectives.
What is something about you that might surprise your clients?
My wife and I have modeled for a Portland-based cupcake company.
What are you passionate about outside of work?
I’m passionate about making sure that my family is healthy, happy, and thriving. And the occasional round of golf.
What motivates you to get out of bed each morning?
Taking on the unknowns that the day will bring motivates me to get out of bed. And the alarm clock and coffee help.