Ryan serves as a Wealth Manager for Creative Planning, Inc., working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. Creative Planning provides comprehensive wealth management services to its clients including investment management, tax, estate planning, retirement plan consulting, business succession planning, liability and risk management, college planning, and charitable giving. Ryan works in the Orange County office for Creative Planning in Irvine, CA.
Prior to joining Creative Planning, Ryan worked in impact investing as the National Product Manager for TriLinc Global Impact Fund. Before that, he was Vice President, Senior Investment Officer at a 100% fee-based Registered Investment Advisor. Throughout his 13 year career, he has gained extensive experience in comprehensive wealth management for high net worth and normal net worth clients. Ryan started his career at MetLife Investors.
Ryan received a Bachelor of Arts degree in Economics from the University of California, Irvine. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards since 2010. Ryan has his M.B.A. in Financial Planning from California Lutheran University.
Ryan serves on the Advisor Board for the University of California, Irvine Personal Financial Planning and CFP® Program. He also teaches two Financial Planning courses at UC Irvine. Ryan volunteers for the RAISE Foundation, Orange County’s Child Abuse Prevention Council. In 2017, Ryan received an Alumni Achievement award from UCI recognizing his career achievements and service in the local community. At home, Ryan and Katie have a baby girl, Emily Joy, born Feb 2018.