Ryan M Mohr, CFP® Clarity Capital Management
- 13500 SW Pacific Hwy Ste 58-162 , Tigard, OR 97223
- (503) 388-5781
About Ryan M Mohr, CFP®
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!
- Gen X
- Investment Planning & Management
- Mid-Career Professionals
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- Monthly Fee: $175+/mo.
- Quarterly Fee: $525+/qtr
- Hourly Fee: $200+/hr
- AUM: 0.95%