Ryan Sherburne

Client Relationship Associate

Torrance, California

As a Client Relationship Associate, Ryan Sherburne serves as a liaison between clients and advisors, supporting onboarding and day-to-day service needs. He helps with account opening, money movement, and ongoing communication while keeping advisor workflows organized and responsive.
Ryan brings experience across both the client-facing and technical sides of financial services. His background includes business development, client outreach, and training in asset allocation, portfolio management, tax planning, and risk assessment. Ryan earned a B.B.A. in Finance from Texas Christian University. He also holds the SIE and Life and Health Insurance licenses.
Ryan was drawn to wealth management by a longstanding interest in numbers, financial markets, and helping others. He believes finances do not have to feel overwhelming and enjoys helping clients stay informed, organized, and confident while supporting advisors behind the scenes.
Outside of work, Ryan enjoys running, lifting, reading, and spending time with family and friends. He also enjoys board games, especially Catan and chess, and recently won a local half marathon. Faith, health, and staying connected to loved ones are important parts of his life.