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Orange County, California Office
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His is responsible for helping his clients align their finances, investments, and taxes with their life goals. He has a specialty helping small business owners as well as lawyers, doctors, executives and employees of publicly traded companies, real estate investors, divorcees, widows, and retirees. He is also the Regional Director of the Orange County Region responsible for overseeing all aspects the Orange County of the region’s growth and advancement, and he was formerly head of advisors from 2018 to 2020, where he co-developed advisor best practices for all EP Wealth advisors which included the Financial Health Assessment as well as the helping develop the EP Way for managing client relationships.
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Prior to joining EP Wealth Advisors, Ryan worked with TD Ameritrade as an Investment Consultant, where, in 2007, he was recognized as the number one representative in the country in offering Wealth Management Services to their clients. Ryan started in the Financial Services industry in 1999, where he eventually held an executive management position at Datek Online Financial Services, managing the Trading Services and Operational Departments.
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Ryan graduated in 1998 from Johnson + Wales University in Providence, Rhode Island with a degree in International Business. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Ryan resides in Huntington Beach with his wife, two kids, and their Boxers. He enjoys boating, surfing, playing sports, and cooking.
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