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Ryan Swartz, MBA, CFP® |
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Ryan serves as a Wealth Manager, working directly with clients
to develop a cohesive strategy to meet their most complex goals
and financial needs. Ryan's comprehensive approach solves wealth
management issues in the areas of retirement planning,
investment management, tax, estate planning, business succession
planning, corporate stock option planning, insurance, and
charitable planning. Ryan will work with you personally to
understand your needs and provide you with a customized plan to
achieve your goals.
Prior to joining Creative Planning, Ryan worked for Fidelity
Investments as a Vice President providing consulting services
within the Planning and Product Distribution Group where his
duties included coaching representatives, developing financial
plans for high-net-worth clients, shaping advanced financial
concepts training, and delivering presentations on various
investment themes. While at Fidelity, Ryan was recognized with
multiple awards including the distinguished President's Circle
Award for the top 5% in the company, multiple Achiever Awards,
and was a two-time Chairman's Award winner. He attained a
national leadership position with Fidelity Investments over the
years mentoring financial professionals and serving on the
advisory council. Throughout his career, Ryan has gained
extensive experience in comprehensive wealth management for
high-net-worth clients.
Ryan received a Bachelor of Arts degree in Business-Economics
from Bethany College and graduated with a Master of Business
Administration degree with a dual emphasis in Finance and
International Business from Rockhurst University Helzberg School
of Management. Ryan also holds the CERTIFIED FINANCIAL PLANNER ™
designation.
Ryan lives with his wife Amy, and daughter Rowan. In his spare
time, Ryan enjoys activities including basketball, football,
golf, the outdoors, music, and spending time with family and
friends.
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