Ryan A. Weber, CFP®, AIF®
|
Professional Highlights
|
Investment Focus
- Design and development of asset allocation
- Detailed review and analysis of portfolio structures & investment performance
- Separately Managed Accounts
- Strategic & Tactical Wrap Programs
- Individual Mutual Funds & Fixed Income
- ETFs
- Alternative Investments
|
|
Guiding
Principles
|
Every client should have a life plan…
- It is my practice to provide timely, reliable, and relevant financial information to continually inform and educate each client
- Create and maintain mutually rewarding client relationships that promote personal and professional well-being
- Guide and assist individual and business clients to prosper over the long term
|
|
Industry
|
Over 20 years of investment industry experience
|
|
|
|
|
|
Education
|
- Bachelor of Science, Business Administration, Entrepreneur Program, University of Southern California
- CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Investment Fiduciary®
- Registered Representative and Investment Adviser FINRA Series 7, 66, 63 licenses held by LPL Financial
- CA Life & Health Insurance License
|
