Ryan Darwish, MBA, CFP, CLU, CHFC
A Fee-Only Registered Advisor

My commitment to my profession and clients is backed by education and experience. As a Certified Financial Planner, I view financial planning and investment management as a relationship and a process, not a product. That relationship begins with understanding my client`s financial objectives, as well as their hopes, dreams, and concerns about the future. It is developed by being responsive to those needs by providing well-informed, objective and conscientious financial advice and direction. I have taught college classes and numerous public seminars, helping people create long-term financial security in their lives. I specialize in investment management, retirement and estate planning.

Background And Experience

My extensive formal education in business & finance, as well as my unique real world background and experiences give me a practical knowledge of business and people. This has been developed through extensive travel and working with people in many capacities from many diverse walks of life. My background helps give me insight into the real problems my clients face. It allows me to create constructive solutions to these problems and to communicate these solutions in an easily understandable way. My work has led me to a service oriented, relationship building style of practice that emphasizes integrity, value, and honest communication as its cornerstone.

Education

  • Masters in Business Administration, University of Oregon Graduate School of Management. Area of Concentration- Finance.
  • Post-Masters work in accounting and income and estate taxation.
  • Bachelor of Science, University of Oklahoma. Area of Concentration-Mathematics.
  • Three years of graduate study in probability, statistics, and computer science.
  • College for Financial Planning
          Certified Financial Planner(CFP)
  • American College
          Chartered Life Underwriter (CLU).
  • American College
          Chartered Financial Consultant(CHFC).
  • On-going professional education (over 50 hours each year).

Additional Qualifications AND Experience

  • Journal of Financial Planning-Advisory Board
    2008-2009
  • Author, The Emperorís Clothes: Megatrends Affecting Your Financial and Investment Decisions-2007.
  • Past NAPFA Registered Financial Advisor.
  • Practitioner Member, Financial Planning Association.
  • Columnist, Professional Issues-Journal of Financial Planning.
  • Past Visiting Professor/ Financial Management-Linfield College.
  • Lane Community College, Business Administration Faculty and Adult Education Program- Instructor.
  • NASD Board of Arbitrators-Past Industry Arbitrator & Mediator-Number A14305.
  • Arbitrator(2006)-Oregon State Bar, Fee Arbitration Program.
  • President(1994-1995), Board of Directors, International Association for Financial Planning,
    Mid-Oregon Chapter.
  • City of Eugene Budget Commission(1995-1999)Chairperson and member.
  • Past Member, Board of Directors, Eugene Family YMCA.
  • Past Member, Board of Directors,
    Whitebird Medical Clinic
  • Member, Estate Planning Council of Eugene.
  • Columnist(2006) - Journal of Financial Planning, writing on professional and ethical issues.