Project Description

Ryan Chavez

ASSOCIATE ADVISOR

EDUCATION

  • BBA in Finance, University of San Diego
  • College for Financial Planning, CFP® Certification Professional Education Program

HIGHLIGHTS

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Member,  Financial Planning Association (FPA) of San Francisco
  • Regular platelet donor at the Stanford Blood Center

Ryan is an associate financial advisor to our personal wealth clients. He provides financial planning and implementation, including stress-testing of financial plans for the range of possibilities that clients wish to explore for their future. Ryan also analyzes and reports on portfolio analytics and provides research on new developments in financial planning.

Since I was a little kid, I have always had a strong interest in the financial markets and how they work together. Additionally, I really enjoy work that impacts clients lives directly. This industry gives us as advisors the opportunity to pair a passion for constant learning and impacting others!

Hawaii …more specifically Kaanapali, Maui has a special part of my heart. It gives me an opportunity to truly step away and relax. I look forward to visiting many new places.  Australia is next on my list!

Travel to new cities with friends….trying new food and searching for great craft beer!

Hero Ranch Kitchen in Saratoga, Hapa’s Brewing Company in Los Gatos, and Balboa Cafe and House of Prime Rib in San Francisco.

Yes! Golden State Warriors & San Francisco Giants.