Ryan Perry has been with the company since 2008. He has held many management roles over the years and currently leads a Team of Financial Consultants in San Diego. Ryan holds his FINRA Series 7, 24, 51, 53, & 66 registrations. In addition, he holds CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® designations.
Ryan is originally from Arizona and graduated from the University of San Diego. Prior to joining the company, Ryan was in management in Real Estate and in Higher Education. In his spare time, he enjoys running, traveling, and spending time with his family and friends – especially playing soccer with his two boys.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements
California Insurance License #: 0F92832