Ren Financial

Whatever your goals, we can help guide you.

Financial planner in Lake Oswego, OR (show on map)

Ren Financial is a personal financial advisory firm helping clients with investments, retirement planning, tax planning, insurance, and estate planning.

Call (503) 906-1707

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About

Ren Financial was founded with the goal of assisting clients in every aspect of their financial lives. The firm provides personal service aimed at earning a reputation for excellence in the industry.

Staffed by experienced professionals with a hands-on approach, Ren Financial focuses on creating financial stability and security for each client through objective advice and investment strategies. The firm's mission is to help clients invest conservatively, reduce tax exposure, meet insurance needs, and plan for successful wealth transfer to future generations.

Total wealth management approach managing investments, taxes, insurance, and estate planning collectively

Personal service with a hands-on approach

Objective advice and investment strategies

Fee-based portfolio management through LPL Financial

Tax-advantaged investing strategies

Services

Investment Management

Professional fee-based portfolio management including managed asset plans, investment portfolio analysis, and tax-advantaged investing strategies.

Managed asset plans Tax-advantaged investing Investment portfolio analysis Bonds, common stocks, Treasury bills, government securities, Treasury notes

Retirement Planning

Designing investment strategies to help clients meet all retirement goals, including 401(k) and 403(b) planning.

Retirement planning 401(k) Planning 403(b) Planning Investment strategy design

Financial Planning

Comprehensive financial planning covering tax planning, estate planning, education savings, and asset allocation.

Tax Planning Estate Planning Education Savings Plans Asset Allocations Money Purchasing Plans Profit Sharing Plans

Insurance Planning

Insurance solutions including disability income, life, and long-term care insurance to meet client protection needs.

Disability Income Insurance Life Insurance Long Term Care Insurance

College Planning

Long-term planning to ensure clients are ready when their children are ready for college, including education savings plans.

Education Savings Plans Long-term planning College readiness preparation

Credentials & Certifications

CFP® (Certified Financial Planner)

MBA

LPL Financial Registered Investment Advisor

FINRA Member

SIPC Member

CA Insurance License 0F03343

Frequently Asked Questions

What services does Ren Financial offer? +

Ren Financial offers investment management, financial planning, retirement planning (including 401(k) and 403(b) planning), insurance planning (disability income, life, and long-term care), college planning, estate planning, tax planning, and education savings plans.

What is Ren Financial's approach to financial guidance? +

Ren Financial uses a total wealth management approach, managing investments, taxes, insurance, and estate planning collectively. The firm takes a hands-on, personalized approach with objective advice and investment strategies.

Is Ren Financial a registered investment advisor? +

Ren Financial operates through LPL Financial, which is a registered investment advisor and member of FINRA and SIPC. Securities and advisory services are offered through LPL Financial.

What states does Ren Financial serve? +

The LPL Financial representative associated with this website may discuss and transact securities business only with residents of CA, CO, ID, NC, OR, TX, and WA.

What are Ren Financial's office hours? +

Monday through Friday: 8:00 AM - 5:00 PM. Saturday and Sunday: By appointment only.

Does Ren Financial provide tax or legal advice? +

The information on the website is not intended as tax or legal advice. Clients are advised to consult legal or tax professionals for specific information regarding their individual situation.

What is Ren Financial's mission? +

Ren Financial's mission is to help clients invest conservatively, reduce exposure to taxes, meet insurance needs, and provide a plan to successfully transfer wealth to children and grandchildren.

What credentials does Sheldon Ren hold? +

Sheldon Ren holds CFP® (Certified Financial Planner) and MBA credentials.