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Ryan Munroe, CFP®, CIMA

Wealth Manager

Ryan serves as a Private Wealth Manager, working closely with clients to develop, implement, and maintain customized financial plans. Ryan specializes in investment management, retirement planning, tax planning, risk management, and employee benefits. Ryan handles all aspects of wealth management.

Ryan brings more than 11 years of experience in the financial services industry working directly with clients. Prior to joining Creative Planning, he served as a Senior Wealth Advisor for an independent investment advisory firm.

Ryan is a first-generation college student, earning 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® awarded by the Investments and Wealth Institute.

Ryan and his wife, Rachael, have two sons – Cameron and Calvin. In his spare time, Ryan enjoys spending time with his family at the Pacific Ocean, traveling, hiking, and teaching baseball to his boys.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021