Ron Wilkinson, CFP, CEFT

In practice since 1981, a Certified Financial Planner® since 1986, and a Certified Financial Transitionist® since 2014, as one of three partners of a fee-based Registered Investment Advisory firm, he helps navigate your financial transitions. Our goal is to listen to our clients and create customized, strategic approaches to help them reach their life goals. As an independent financial planning firm based in Vancouver, Washington, and Portland, Oregon, we are backed by more than 36 years of experience, expertise, and the ability to bring structure, organization, clarity, and confidence to any life-changing event; it is our commitment and our passion. 

As a Certified Financial Planner® and Certified Financial Transitionist®, Ron helps bridge the two sides of money: the numbers and the personal side.

Ron has served as president and chair of the board of the Oregon Society of the Institute of Certified Financial Planners and on the national education committee for the Financial Planning Association. Born in Portland, Ron, his wife, five children, and 15 grandchildren reside in Vancouver, Washington, and Portland, Oregon area.

Ron is active in his community. He has taught proven financial management courses at several institutions and corporations in the Northwest, as well as given presentations on Behavioral Finance Issues to his peers. Ron is a member of the Financial Planning Association, Money Quotient, and Sudden Money community. He is also a Certified Financial Transitionist®, where he has gained specialized training in financial transition planning through the Sudden Money Institute (SMI).

With a passion for giving back and helpings others to understand how to give, Ron has been involved in several community programs. He has sat on the Planned Giving Advisory Council for Clackamas Community College Foundation and the University of Portland Development Department. He has also been an Allied Professional with the NW Planned Giving Roundtable, past Co-Chair of the Speakers Bureau for the Leave a Legacy effort sponsored by the NW Planned Giving Roundtable. For several years he had served on the Portland Community College Foundation Board and the Western Seminary Board.  Currently, he is serving as Vice-Chair of the Nehemiah Project, a nonprofit teaching Biblical Entrepreneurship.