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      Natalie Berning, MBA, CFP®, Financial Advisor | RJFS, Inc. | OnPoint

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      Financial Planners, Financial Services, Investment Advisory Service

      503-525-8798

      OPEN NOW: 
      Today: 9:00 am - 5:30 pm
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      DETAILS
      General Info
      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.
      Extra Phones

      Phone: 503-221-3879

      Fax: 503-273-1796

      TollFree: 800-527-3932

      Hours
      Regular Hours
      Mon - Thu:
      Fri:
      Sat:
      SunClosed
      Categories
      Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds
      Services/Products
      401(k), 403(b), Traditional IRA or Roth IRA. Cash management Comprehensive retirement planning Environmental, social, and governance investing (ESG) Estate & charitable foundation planning Financial planning Investment management Public employee retirement system (PERS) planning Risk management Social Security planning Socially responsible investing (SRI) Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.
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