Financial Advisor in Tigard, Oregon
I started my career in Financial Services in late 2007 by working as a registered representative of a large Insurance company for about 6 years. I worked with individuals and families to help them with financial planning issues as part of a larger team. I also spent a fair amount of my time engaged in the portfolio management side of the business helping to create and manage investment models and trade accounts that were managed by our team. I obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2011 as I felt it was important to earn this designation to show my knowledge in all aspects of financial planning and to be able to better position myself to help my clients.
After feeling the need to grow in my career and experience, I made the difficult decision to leave that position in 2013 to pursue a new career in back office operations within a local Broker Dealer and ultimately managed a team supporting independent Financial Advisory Firms around the country. Over my 4 years with this company I expanded my knowledge of the financial industry by learning more about securities clearance and operations, compliance, and about the independent channel of advisers that are growing in this industry.
While I learned a great deal in my last role, I began to miss working with people on personal financial planning and investment management. I also started to see a huge need within my own age group for objective financial planning advice as the Gen X and Y generations were growing their families, their careers were growing and life’s changes take hold. Generation X and Y is very much ignored in this industry due to not having accumulated the degree of wealth as baby boomers and older generations, therefore generally viewed by our industry as being less profitable. I feel strongly that this is fundamentally wrong and that everyone, regardless of wealth, should have access to quality financial planning advice. I knew that the best way to provide this service was to build a business tailored to this age group. By building an independent financial planning firm, I can focus on providing sound advice that is tailored to my clients individual needs, not the needs of an overarching company.
In my free time, you may catch me outdoors running or cycling, hiking or generally enjoying the outdoors of the northwest with my wife Amalia, and 3 yr old son Adam!
Clarity Capital Management
Clarity Capital Management, LLC was founded on the belief that everyone, regardless of level of wealth, should be entitled to objective financial advice that is free from the typical conflicts of interest that come from commissions and proprietary products. We also believe that a financial plan should not be created only to help an advisor sell a product that may or may not be in the clients best interest.
Clarity Capital Management is an Independent fee only financial planning firm located in Southwest Portland, Oregon and founded by Ryan Mohr, CFP® and NAPFA Member. Clarity Capital was founded to help active young professionals, families and businesses achieve financial confidence. Being independent means we work directly for our clients, as opposed to representing a bank, brokerage, or insurance company. This allows us to consider all possible solutions for your planning and investing needs, instead of being restricted to a particular parent company offerings. As a fee-only fiduciary, our clients best interest always come first, which is something that is of great importance. Ultimately, we are able to provide unbiased advice to the clients we work with. By separating financial product sales from advice, we can reduce conflicts of interest that face most traditional financial services firms, and focus on what is important to you and your goals.
RIA - Ryan Mohr
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Clarity Capital Management, LLC is a registered investment adviser offering advisory services in the State of Oregon where registered/notice filed and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Clarity Capital Management, LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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