Born and raised in Southern California, Ryan attended the University of California, Riverside where he earned a Bachelor's Degree in Business Administration with a concentration in finance. Upon graduating, he developed his career at a firm that provides brokerage and advisory services to public institutions. After gaining extensive knowledge in the public sector, he joined WestPac and their Orange County team in 2018 as a Wealth Management Advisor.
With the majority of his career spent in relationship-based roles, he places a strong emphasis on the client experience. His mission is to become a pillar of the community by empowering individuals to make informed decisions about their finances. He aims to provide clarity and help clients navigate the financial management world.
Ryan’s team specializes in assisting owners of privately-held businesses with their retention, protection, growth, and exit strategies. They also work closely with executives and medical professionals, helping them make decisions on wealth accumulation, distribution, and preservation while insulating against outside economic influences such as taxes, inflation, and unexpected events.
He holds the Series 7, 65, 63, 6, Life, Accident, and Health licenses and will be pursuing further designations. He strongly believes that his continuing growth within the industry is critical to the success of his clients.
In his free time, he's an avid Chelsea FC fan, enjoys hiking, spending time at the beach, traveling, and attending concerts. He also loves to stay involved in the community by actively volunteering at the Alzheimer's Association as both a committee member and a community educator.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0L10991 | 2020-100449 Exp. 05/22