Ryan Ignacio, CFA, CFP®

Regional Director, Partner

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Ryan leads the Redwood Shores office and provides financial planning and investment management. He works with clients to evaluate key financial decisions and align their resources with their long-term goals. Ryan works closely with individuals and families with complex financial needs.
With more than 25 years of experience, Ryan brings institutional and private-wealth expertise to his work with clients. His background includes managing institutional portfolios and advising affluent individuals and families throughout Silicon Valley. He earned a B.S. in Biochemistry from the University of California, Davis. Ryan holds the CFA® and CFP® designations and is a member of the CFA Society of San Francisco.
Ryan takes a disciplined, education-focused, and practical approach to planning and investing. He helps clients understand their options, simplifies complex financial concepts, and develops clear, actionable strategies they can follow. His focus is on consistency, clarity, and long-term decision-making.
A Bay Area native, Ryan lives in San Mateo with his family and is an avid local sports fan. He starts most days with an early workout and enjoys golf, day trips to local wineries, and family vacations to Maui.