Ryan began his career as a brokerage investment professional prior to joining Barnum Financial Group in 2017 and becoming a Certified Financial Planner. Belonging to a team of eight advisors and fifteen support members, he guarantees timely response and turnaround time for his clients. He is committed to careful listening and thoughtful analysis to build a truly unique and holistic financial planning experience for his clients.
Ryan is also a Transition Solutions Specialist within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Ryan assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Ryan specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
Ryan's dedication to his clients is delineated through his active pursuit to further his education and gain additional expertise to best service his clients. He consequently attained the RICP® designation in 2019 and CFP® designation in 2020.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.