About Ryan Burgess, CFP®, AIF®
Throughout his 20 years in financial services, Ryan has spent his career helping individuals make educated decisions about their money. As well as building and managing investment accounts. Since 2016, he has done over 6,000 financial consultations with people all across the country. He has also delivered countless educational presentations to thousands of attendees on most topics involving personal finance but specializes in investment and retirement planning education. Ryan has managed upwards of 80 client portfolios, totaling $50 million.
The ability to guide and help people is what drives Ryan. In addition to helping his clients understand their financial path, Ryan produces educational content in the form of webinars, blog posts, videos, and articles. More than any financial product, education is the key to managing finances and achieving goals.
Ryan lives in Roseville with his wife Nicole, their daughter Delaney, and 4 rescue dogs: Rex, Atticus, Echo, and Cooper. Outside of work, his life revolves around spending time with family, exercising, following professional sports and traveling.