Ryan Kimes, CFP®
Raised in San Diego, Ryan entered the financial services industry in 2014. He quickly became passionate about assisting clients with planning for their futures by protecting their wealth and achieving financial freedom.
As the Superior Planning Implementation Officer and member of the planning team, Ryan provides day-to-day assistance as the liaison between clients and the variety of financial service professionals and institutions involved in executing their financial plans. From the initial planning steps to successful fulfillment, Ryan’s care for client success and thoroughness keep the implementation process on track and running smoothly.
Ryan has passed exams including the series 7, 63, 65 and California Life and Health Insurance examination. He is a Certified Financial Planner, and an Investment Advisor Representative.
With years of experience as an independent Registered Investment Advisor and planner, Ryan has a strong foundation in client-focused financial planning and investment management concepts. He strives to understand the intricate needs of each client family and to provide an excellent client experience through each step of the planning process.
Ryan graduated from San Diego State University with a B.S. in Financial Planning and Services.
Outside of the office, Ryan’s interests lie in computer science, gaming, and furthering his expertise in finance through San Diego State’s M.B.A. program.