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Ryan Alden Genor

Advisor at CLS Financial Advisors, Inc. — Portland, OR SW Capitol Hwy

Updated today

Credentials

PFS™, Series 66

Experience

11 years

Location

Portland, OR 97219-5292

CLS Financial Advisors, Inc. logo

CLS Financial Advisors, Inc.

Supported

Total advisors

3

Clients per advisor

29 Low

Avg AUM per client

$2,206,812 Very High

HNW client ratio

51% High

About

Ryan Genor is a financial advisor at CLS Financial Advisors, Inc. in Portland, OR, holding the PFS™ designation and Series 66 license with 10 years of industry experience. He has been with CLS Financial Advisors since 2012 and is also affiliated with Schultz Group CPAs, PC. Outside of his advisory role, Genor coaches the ski team at Jesuit High School. CLS Financial Advisors serves individuals, high-net-worth clients, and trusts, focusing on professionals, business owners, corporate executives, and retirees. The firm employs a broadly diversified, systematic investment approach grounded in capital-markets research and integrates tax-sensitive and sustainable investment options tailored to client preferences.

Client services

Based on CLS Financial Advisors, Inc.

Financial planning Portfolio management

Expertise

Based on CLS Financial Advisors, Inc.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax-loss harvesting

Occupation focus

Based on CLS Financial Advisors, Inc.

Executive Founder/Business Owner Retired

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Fee options

Fixed

Fixed consulting fees typically ranging from $1,000 to $10,000

Percentage

$0 - $1,000,000: 1.25% per annum or $9,000, whichever is less $0 - $1,000,000: $9,000 flat fee $1,000,000 - $3,500,000: 0.75% $3,500,000+: 0.50%

Project-based

$350 per hour for consulting services

Other

Account minimum: $720,000 Minimum fee: $9,000 annual minimum fee Fee-only: Fee-only compensation; no commissions or third-party fees received

Location

Portland, OR SW Capitol Hwy

9700 SW Capitol Hwy, Suite 285

Portland OR 97219-5292

Advisors at this office

3

Most active in

Oregon

Work history

11 years of industry experience

Cls Financial Advisors

2012 - Present • 14 years

Portland, OR

SCHULTZ GROUP CPAs, PC

2000 - Present • 26 years

Portland, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will S

Series 65

Lake Oswego, OR

Stoneholt Wealth

After seven years of in and around this industry (as a marketer, consultant, and content creator... but never an advisor) I decided to hang my shingle and start Stoneholt Wealth. We're a fee-only financial planning firm that's built exclusively for high-income millennial couples with kids (I have three kids under 5... it's a crazy time). We help our clients with career transitions, concentrated wealth, variable sales income, liquidity events, and all the little stuff in between--if you can call buying a home "little". We cover everything from income strategy to investments to tax planning to insurance review, all in the name of taking this very important responsibility off your plate, so you can focus on the stuff that makes life better.

Wealth management RSUs / ISOs / NSOs Equity compensation tax strategy Early retirement planning Life insurance needs analysis Technology Professional Sales Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Career Changers

Chris R

Series 65

Lake Oswego, OR

Cascara Financial Planning LLC

Chris Ramsby is the principal of Cascara Financial Planning LLC in Lake Oswego, OR. He holds a Series 65 designation and has experience working at Para Wealth Advisors and Elite Sales & Marketing prior to founding Cascara Financial Planning in 2025. Cascara Financial Planning advises individuals and high-net-worth clients with wealth management and financial planning services that include retirement, tax, estate, business, cash-flow, and college savings planning. The firm’s investment approach is based on modern portfolio theory, combining passive and active strategies with options for socially conscious investing.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Retirement income strategy Self-Employed Educators, Teachers, and Academics Pharmacist Sales Professional Executive HENRY (High Earners, Not Rich Yet) Young Professionals Young Families Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation with one year of industry experience. His work history includes roles at Momentous Wealth Management, Harlow Wealth Management, and the Premier Baseball Club. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $410 million for about 492 clients. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Suzanne H

CFP®, CFA®, Series 65

Portland, OR

Core Planning

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Early retirement planning RSUs / ISOs / NSOs Wealth management ESG / Sustainable investing Passive / index investing HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Women's Finance Approaching retirement LGBTQIA
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