Ryan Maroney

Wealth Manager

Ryan serves as a Wealth Manager for Creative Planning working directly with clients to develop and implement comprehensive financial plans. Ryan and his team practice in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning.  His approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.

Ryan’s more than 15 years as a financial advisor and executive leader are an ideal foundation for his work as a Wealth Manager.  Prior to joining Creative Planning, Ryan was the Lead Advisor within a prominent financial planning and investment management firm.  As the Vice President and member of the Investment Committee, Ryan was daily coordinating the financial affairs of his clients while managing the operations of the firm.

Ryan is a proud graduate of Vanguard University where he received his bachelor’s degree in business. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Ryan is a member of the Financial Planners Association and is the Director of Finance / Treasurer for Jane’s House Orphanages.

Ryan is happily married to his best friend Nancy and together they have four children. As an avid musician, he enjoys an evening playing guitar, getting a great deal on the next instrument, or leading worship at his church.

 

949-397-7695

[email protected]