Ryan joined Bailard in 2013. He oversees the financial planning process and services for our Wealth Management clients. Additionally, he maintains client relationships and implements investment strategies. He received his Bachelor’s degree in Business Administration with a specialization in Finance from the University of Arizona. Ryan earned the Executive Certificate of Financial Planning from San Francisco State University and his CERTIFIED FINANCIAL PLANNER™ designation in 2015. Prior to Bailard, Ryan worked for Charles Schwab in Phoenix, AZ and with an independent advisor in San Francisco. Ryan is an active member of the Financial Planning Association of San Francisco.
We’re even more cognizant in our discussions with respect to drastic market changes in a short period of time. The pandemic was a stark reminder that financial plan assumptions need to be regularly reviewed. It will certainly be top of mind when we plan for our client’s financial futures.