Ryan Hook, MBA, CFP®

Ryan serves as a Partner and Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly two decades of experience in the financial services industry, Ryan has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Ryan held the role of Vice President, Senior Investment Officer at a fee-based independent investment advisory firm.

Ryan received a Bachelor of Arts degree in economics from the University of California, Irvine, and a Master of Business Administration degree in financial planning from California Lutheran University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Ryan teaches financial planning courses at the University of California, Irvine, and also serves on the advisor board for the university’s personal financial planning and CFP® certification program. When not working, Ryan volunteers for Junior Achievement, where he teaches local high school students about personal finance and career success. At home, Ryan and his wife, Katie, enjoy spending time with their three daughters: Emily, Summer and Rose.