Ryan Munroe, CFP®, CIMA®
Wealth Manager, Partner
Ryan serves as a Private Wealth Manager and Partner, 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 more than 15 years of experience in the financial services industry, Ryan offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as a Senior Wealth Advisor at an independent investment advisory firm.
As a first-generation college student, Ryan earned his Bachelor of Science degree in finance, with an emphasis in investment analysis, from Colorado State University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Investment Management Analyst® professional, as designated by the Investments & Wealth Institute.
Outside of work, Ryan and his wife, Rachael, enjoy spending time with their two sons, Cameron and Calvin. Ryan enjoys family time along the Pacific Coast, traveling, hiking and teaching baseball to his boys.
Articles by Ryan Munroe, CFP®, CIMA®
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