About
Ryan
Working in Irvine and Walnut Creek, California, Ryan oversees new and recurring operational tasks for his advisory team in order to support and maintain clients’ financial life plans. In this role, he works with advisors and custodians to ensure requests are processed timely and accurately, and with clients to ensure their needs are met. Ryan understands the deeply personal nature of holistic, values-based wealth planning, and strives to build client relationships to match. That means putting clients first in everything he does, from making paperwork as painless as possible to being available to witness some of their most important goals become reality.
A native of Fullerton, California, Ryan currently lives in Yorba Linda with his wife and two sons. Ryan enjoys cooking and eating with his family and extended family, and he is a diehard fan of Los Angeles sports teams.
Education and Professional Milestones
-California State University, Fullerton - bachelor’s degree in criminal justice
-Prior to Focus Partners Wealth, was a senior client services representative at Capital Group
Working in Irvine and Walnut Creek, California, Ryan oversees new and recurring operational tasks for his advisory team in order to support and maintain clients’ financial life plans. In this role, he works with advisors and custodians to ensure requests are processed timely and accurately, and with clients to ensure their needs are met. Ryan understands the deeply personal nature of holistic, values-based wealth planning, and strives to build client relationships to match. That means putting clients first in everything he does, from making paperwork as painless as possible to being available to witness some of their most important goals become reality.
A native of Fullerton, California, Ryan currently lives in Yorba Linda with his wife and two sons. Ryan enjoys cooking and eating with his family and extended family, and he is a diehard fan of Los Angeles sports teams.
Education and Professional Milestones
-California State University, Fullerton - bachelor’s degree in criminal justice
-Prior to Focus Partners Wealth, was a senior client services representative at Capital Group