Orange County, California
Ryan Serrecchia
CFP®
Executive Vice President, Partner
Education &
Certifications
Certifications
Certified Financial Planner®
Johnson & Wales University
Financial Tip
Start early. The sooner you start investing and developing a plan for your future the greater the likelihood of success. When you begin investing early and have a clear plan in place, it becomes much easier to stay the course through adverse times and therefore much easier to achieve your goals.
About Ryan
Ryan graduated in 1998 from Johnson + Wales University in Providence, Rhode Island with a degree in International Business. 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. He then went on to spend time working as a Retirement Planning Specialists for AXA Advisors. In addition, Ryan also 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 resides in Huntington Beach with his wife and daughter and enjoys surfing, playing sports, and cooking.
Wealth Management Team:
Advisor Partner
- Work as an advisor team
- Client advisory support
Elliott Servais
Vice President
MBA, CFP®
Advisor Partner
- Work as advisor team
- Client advisory support
Jason Stein
Wealth Advisor
Certified Financial Planner
Client Service Associate
- Help with account maintenance and balances
- Help with wire transfers, and money movement
Jeni Buys
Client Service Associate
Financial Planner
- Financial plan development
- Implementation of planning recommendations
Jennifer Li
Senior Financial Planner
CFP®, EA, CAP®
Portfolio Manager
- Personalized Asset Allocation
- Tax Efficient Investing
Kevin Beebe
Portfolio Manager
CFA
