Certified Financial Planner™
Ryan graduated in 2017 with his Bachelor of Science degree with an emphasis in Financial Services from San Diego State University. Soon after graduation, Ryan achieved his CERTIFIED FINANCIAL PLANNER™ certification to better serve clients in achieving their financial goals. Prior to becoming a Financial Planning Strategist at Pure, Ryan held FINRA licenses that include the Series 7, Series 63, Series 65, as well as the California Life & Health Insurance licenses. Since starting in the financial services industry in 2014, Ryan has developed an in-depth understanding of comprehensive financial planning topics that include cash flow analysis, retirement planning, risk management, tax planning, estate planning, and portfolio management.
In his previous role, Ryan assisted in the complex estate and tax planning needs of high-net-worth individuals as a planner at a local family office. Prior to that, Ryan served a wide range of client families as a fee-only independent investment advisor representative and planner. Ryan joined the Pure team because of the shared client-focused values and strong desire to provide fee-only comprehensive advice that places a client’s needs above all else.
As a Senior Financial Planning Strategist at Pure Financial advisors, Ryan plays a critical role in onboarding new advisors and planners to train them in Pure’s planning processes so they can better assist their clients in achieving financial freedom. Ryan coordinates with a team of financial planning professionals to map out and realize a client’s financial planning goals in the most efficient manner possible. Ryan’s careful consideration of a client’s unique needs aid in facilitating fiduciary-focused plans that aim to be free of inherent conflicts of interest.
Outside of the office, Ryan’s interests lie in computer science, gaming, weightlifting, and exploring the San Diego outdoor scenery.