As one of SABRE’s Principal Financial Advisors, Ryan is passionate about helping clients make sense of their financial situations in simple and effective ways while managing the Financial Planning department.
He specializes in helping individuals and corporate clients pursue their financial goals by regularly reviewing their retirement, investment, insurance, tax, and estate planning needs and utilizing advanced technology like eMoney and Riskalyze to fine-tune detailed financial plans. He has more than 17 years’ experience in the financial services industry, and prior to joining SABRE, worked in mortgage finance.
Ryan holds his FINRA Series 7, and 66 securities licenses, his health/disability insurance license, and holds the professional designation of Accredited Investment Fiduciary (AIF). In addition, he completed the Financial Planning program through New York University’s School of Continuing and Professional Studies Division of Programs in Business and is currently pursuing his CERTIFIED FINANCIAL PLANNER® designation.
He is adamant about giving back to the community and has served as an active member of the Thousand Oaks Rotary for many years. Outside the office, Ryan enjoys spending time with his wife and three boys, watching LA Kings’ hockey, and perfecting his golfing game.