Information About Barbara A. Rumer, CFP, LLC

To provide timely, unbiased financial advice to people in all stages of life. Through the advantages of professional, fee-only planning, I seek to empower clients to make the best financial decisions possible.

Help ensure your financial security. Call Today! (541) 330-3938

Barbara A. Rumer, CFP®, LLC is an independent financial planning firm and is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. The records include all personal information that we collect from clients or receive from other firms in connection with any of the financial services provided by us. We also require other firms with whom we deal to restrict the use of client information.

We do not disclose personal information to any third-party without consent

We collect and use information for business purposes with respect to our relationships involving you. These purposes include financial planning in all of its aspects and investment management.

We treat information in a confidential manner and we also maintain physical safeguards and computer safeguards to protect information.

We may disclose information where disclosure is required by law. For example, information may be disclosed for audit or research purposes or to law enforcement and regulatory agencies, for example, to help us prevent fraud. We do not make any other disclosures of information to other companies who may want to sell their products or services to you.

Personally identifiable information will be maintained during the time you are a client and for the time that these records are required by federal and state security laws and consistent with the CFP Code of Ethics.

When you visit our website, some general information is collected (type of browser used, geographical region, date and time of the connection, pages visited). This information is used soley to determine traffic patterns on the site. No personal information is collected at any time.

In addition to any other privacy notice we may provide, federal law requires us to provide this summary of our privacy policy once each year. You may have additional rights under other applicable laws.

Barbara A. Rumer, CFP®, LLC

Two Decades of Straightforward, Sound Advice

Since 1985, through my financial planning practice, I have helped individuals in Oregon realize their monetary goals. I am committed to educating and empowering others to make the best fiscal decisions possible. With this intent, I have taught community financial courses for over 20 years.

I relocated to Bend in 2004 to create my own independent firm using the fee-only model. This approach eliminates conflicts of interest, and I can become your trusted financial coach and advocate.

I am also a CERTIFIED FINANCIAL PLANNER™ professional. CFP® certificants are elite individuals who have met CFP Board's education, examination and experience requirements; have agreed to adhere to high standards of ethical conduct, and who complete CFP Board's biennial certification requirements, including continuing education. I have been a CFP professional since 1988, and was among the first female certificants in Oregon.

As a financial advocate, my ultimate goal is to help my clients enjoy a better life. Through listening and careful communication, I concentrate on appropriate recommendations for each client's unique financial life. Learning about a client's whole life allows me to harmonize financial planning recommendations with their goals, values, history and objectives. Working in concert with my clients gives me great pleasure.

On a personal level, I love being outside, enjoying all that Bend offers. I am active with the Oregon Community Foundation, and have participated in many non-profit and community groups over the past 30 years.

Certified Financial Planner Board, Code of Ethics

Integrity - A CFP® designee shall offer and provide professional services with integrity.
Objectivity - A CFP® designee shall be objective in providing professional services to clients
Competence - A CFP® designee shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the designee is engaged.
Fairness - A CFP® designee shall provide professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.
Confidentiality - A CFP® designee shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the CFPÂ® designee or in connection with a civil dispute between the CFPÂ® designee and a client.
Professionalism - A CFP® designee shall act diligently in providing professional services.

For a more complete description of our sworn code of ethics, please go to

Certified Financial Planner Board of Standards, Inc.

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEB-SITE.