Orange County, California

Ryan Serrecchia

CFP®
Executive Vice President, Partner
Education &
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.
Ryan's Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support

Elliott Servais

Vice President
MBA, CFP®

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
Latest Posts by Ryan Serrecchia
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Our Team