Natalie Berning, MBA, CFP®, Financial Advisor | RJFS, Inc. | OnPoint
Alt: (503) 221-3879
Fax: (503) 273-1796
Toll Free: (800) 527-3932
Note: 97035
Business hours
| Monday | 9:00am to 5:30pm |
| Tuesday | 9:00am to 5:30pm |
| Wednesday | 9:00am to 5:30pm |
| Thursday | 9:00am to 5:30pm |
| Friday | 9:00am to 6:00pm |
| Saturday | 9:00am to 1:00pm |
| Sunday | - |
About us
My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence knowing that they are on the path to achieving their short and long term goals.
My background includes a Bachelor’s degree and Master’s degree in Philosophy as well as a second Master’s in Business Administration (MBA) with a finance concentration from Portland State University. I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I also hold securities licenses Series 7 and 66 as well as Oregon Resident Life and Health Insurance License.
I am a native Oregonian, currently living in SW Portland with my family. In my free time, I enjoy trying new restaurants around Portland, staying active in the beautiful Pacific Northwest and spending time with extended family in the Willamette Valley.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Schedule a Complimentary Consultation
| Tags | Financial planning, Wealth management, Investment services, investment consultation, Investing, Saving for college, Planning for retirement, Managing wealth, Financial plan, Financial goals, Investment management, Cash management, Risk management, estate planning, charitable foundation planning, Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), Financial advice, Financial advisor, Retirement, Life insurance, Risk mitigation, Conscious investing, Social Security planning, Public employees retirement system (PERS), Endowment planning, Asset allocation |
| Specialties | CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner, Securities licenses Series 7, Securities licenses Series 66, Oregon Resident Life and Health Insurance License, Masters degree in Business Administration (MBA), Portland State University, Bachelor degree in Philosophy, Portland State University, Masters degree in Philosophy, Portland State University |
| Products | Socially responsible investing (SRI), Environmental, social, and governance investing (ESG), 401(k), 403(b), Traditional IRA or Roth IRA., Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans. |
| Services | Investment management, Cash management, Risk management, Financial planning, Estate & charitable foundation planning, Public employee retirement system (PERS) planning, Social Security planning, Comprehensive retirement planning |