Ryan Schwartz, CFA, CFP®

California State Icon Lafayette, California
Vice President
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™
Person Icon

About Ryan

Ryan Schwartz entered the world of finance along a rather unorthodox path. In one eventful and enlightening summer, he went from being a Santa Cruz surfer kid to working on Wall Street for a hedge fund. The timing of it all made quite an impact on him. It was the beginning of the Great Recession and Ryan witnessed the consequences of a market crash firsthand. He discovered the importance of preserving capital. Ryan eventually moved from New York back to his native San Francisco Bay Area, where he joined Private Capital Management Associates (PCMA), a Registered Investment Advisor with a client base made up primarily of Silicon Valley tech professionals. Ryan rose quickly within the firm to lead Portfolio Management and Financial Planning. Ryan’s ability to tackle complex financial problems along with his enthusiasm for working with people has made him an effective advisor. In 2013 Ryan earned the Chartered Financial Analyst (CFA) professional designation. He is an active member of the Financial Planning Association of San Francisco. Ryan currently resides in San Francisco with his wife, Kristin. They enjoy many outdoor activities together, including hiking, surfing, and skiing (although Kristin prefers the cabin to the slopes).

Certificate Icon

Education

University of California, Santa Cruz, B.S., Ocean Sciences

How can Ryan help?

69f18204-9c7a-4bc1-a2f9-9e05c4357c14

Office Building Icon
Ryan works in our Lafayette office in California, see their office information here.
Lafayette Office

Financial Tip

Incremental change can create meaningful long-term gain.