Redwood Shores, California Office
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Ryan leads the team in our Redwood Shores office. He provides comprehensive financial planning and investment management to help clients reach their goals and enjoy the life they envision. Having more than 23 years of experience in the industry, he thrives on drawing on his expertise to educate clients about their financial choices and seeing firsthand the positive impact he can have on their lives.
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His prior experiences include stints as a Portfolio Manager at Mellon Capital (BNY Mellon), where he managed complex portfolios for institutional clients, and at a local Registered Investment Advisor (RIA) firm in the Silicon Valley, where he helped meet the planning and investment needs of high-net-worth individuals.
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Ryan graduated from the University of California Davis, earning a B.S. in Biochemistry. He holds both the Chartered Financial Analyst®, and CERTIFIED FINANCIAL PLANNER™ designations.
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He is a member of the CFA Society of San Francisco and the CFA Institute. Ryan is a SF Bay Area native and is an avid Bay Area sports fan. Today he and his growing family call San Mateo, CA home, enjoying day trips to local wineries and annual vacations to Maui.
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