Ryan Harrison, CFP®, AIF®

Ryan Harrison, CFP®, AIF®

Partner, Wealth Advisor

As a CERTIFIED FINANCIAL PLANNER™ professional, Ryan’s role is to help a select group of clients build, manage, preserve, and transition their capital. Once Ryan understands a client’s core values, needs, concerns, and dreams and can picture what the finish line looks like, he can create and implement a purposeful investment strategy. Over the last ten years, Ryan has built financial plans for hundreds of clients to help ensure their transition to retirement is successful. He stresses that the financial planning process always begins with one critical variable, and that is listening to the client.  

Ryan loves that his profession allows him to help people identify and pursue their dream of living richly. No matter what stage in their life, each client is unique, and he cherishes the opportunity to get to know and guide them. It is Ryan’s goal to serve not only as a financial consultant to his clients but also as a trusted confidant and a friend.

Ryan is an avid northern California sports fan who grew up locally in El Dorado Hills. Now, he lives in Rocklin with his wife, Mia, and their dachshund, Petey. Ryan’s family drives him to work harder in his career to help provide them with the best possible life. In his free time, Ryan loves to be active by snowboarding, playing golf, hiking, working out, or taking an evening walk with the family.

Education:

Bachelor of Science, Accounting, California State University, Chico

Fast Facts about Ryan:

Favorite Hobby ­– Snowboarding

Biggest Risk Taken – Sky-Diving

Favorite Sport – Soccer

Indulgence – Whiskey