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Bourbonnais

Ryan Guertin

CFP®

Senior Associate Wealth Advisor

1605 N Convent St
Bourbonnais, IL 60914

Ryan Guertin

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Ryan Guertin

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Ryan

Ryan works with an advisory team to create tailored wealth management plans to ensure clients are on track to meet their financial goals. For Ryan, financial planning is the perfect blend of working with people and numbers. Everyone has a unique emotional attachment to their personal or family wealth. What he enjoys most about working directly with clients is learning about these distinctive emotional qualities and, through the planning process, helping channel their finances in a way that maximizes their happiness and comfort.

A native of Bourbonnais, Illinois, he has lived in the area his entire life, apart from spending six months in St. Louis for career training. Ryan and his wife, Alicia, have three children who keep them busy and bring them joy. In addition to family time, he enjoys volunteering at church, playing his acoustic guitar, and cheering on the Chicago Bulls.

Education and Professional Milestones

-Olivet Nazarene University - bachelor’s degree in economics/finance, management

-Has held roles in financial services since 2013, including as a financial advisor at Ameriprise Financial

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