Ryan brings clarity to his clients’ lives in all money-related topics. He thrives on helping others by putting their finances in proper prospective, which gives them confidence and calmness for a more fulfilling life. Ryan’s particular strength lies in contextualizing his clients’ financial picture, ensuring they gain a comprehensive understanding of their overall financial situation. With 12 years of experience at Fidelity Investments and 2 years at Farther, a financial technology start-up, Ryan brings a breadth of experience to Capstone Capital Wealth Advisors.
Ryan earned a bachelor’s degree in economics and master’s degree in business administration from Lee Business School at UNLV, and a Certificate in Financial Planning from UC Berkeley. He is a CERTIFIED FINANCIAL PLANNER™ professional, which requires rigorous training in every area of personal finance, including investment management, retirement planning, insurance planning, tax planning, and estate planning.
Ryan volunteers as a financial literacy teacher for Junior Achievement of Southern Nevada, which teaches financial literacy and career readiness to children and teenagers. He also coaches ice hockey for youth and beginner adults and owns a retail hockey store.
On a personal note…
- Ryan loves physical and mental workouts. He enjoys reading, playing ice hockey, tennis, golf, and skiing.
- With two very energetic sons, they ride bikes, roller blade, hike, and frequent bookstores and libraries.
- As a middle child, Ryan is one to bring a mood of harmony and understanding.
- He enjoys time in nature, practicing yoga, and meditation.
- In fourth grade, Ryan learned the trombone well enough to play for Harold Hill’s band in “The Music Man.”
