(503) 406-8928
This email address is being protected from spambots. You need JavaScript enabled to view it.

Rich Steronko

Financial & Investment Advisor

Rich is a Financial Planner and registered Independent Financial and Investment Advisor with Willamette Financial Advisors. Rich has been serving clients since 2003. He also holds insurance licenses in Life, Health, and Variable Insurance Products. Rich provides Financial Planning Services with an emphasis on investments, wealth management, college savings, and retirement.

Prior to his financial career, Rich was the President and CEO of a manufacturing and distribution company, the Executive Director of Mental Health Service Agency, and has over 20 years of experience in the human services field as a counselor, therapist, and family advisor. In addition to his work with individual investors, Rich’s previous employment experiences have led Rich to specialize in retirement planning for small businesses and entrepreneurs, and in serving those who have specific financial needs due to planned and unplanned life changes such as marriage or other asset re-allocations.

Originally an east coast native, Rich moved to Portland, OR in 1987 via Nevada. He holds a BA in Psychology from Rutgers University and has done graduate studies at both the masters and doctoral levels in Psychology, Business, and Public Administration at The University of Nevada and Lewis & Clark College. He also holds a graduate diploma from Siebel Institute of Technology.

Rich enjoys establishing long term relationships with his clients and working closely with them to help them develop, understand, and realize their financial goals. Helping clients plan for their future and stay current of the ever changing investment arena is his main motivation and enjoyment.

In his spare time, Rich enjoys the outdoors and is an avid camper. He also enjoys playing and studying music, hiking, dancing, and travel.

© Willamette Financial Advisors, LLC   ADV   |   Privacy Policy |   Form CRS
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Powered by AdvisorFlex®.