Ryan Svendson, CFP®
Wealth Manager, Partner
Ryan serves as a 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 more than a decade of experience in the financial services industry, Ryan offers his clients a truly comprehensive planning experience.
Ryan earned two Bachelor of Science degrees (accounting and business administration/finance) from Central Washington University. Ryan is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Ryan and his wife, Marie, have two children: Elliott and Quinn. In his spare time, Ryan enjoys golfing, snowboarding and spending time with his family.
Articles by Ryan Svendson, CFP®
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