Ryan Heiligenthal CFP®
Corporate Consulting Manager | Financial Advisor
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional who works with individuals, families, and business owners on comprehensive financial planning, with a focus on corporate consulting. What he finds most compelling in his work is the relationship each client has with money, and the way that story informs the planning process.
Originally from Corona, California, Ryan grew up playing multiple sports, with basketball playing a central role in his early years. The discipline, competitiveness, and emphasis on teamwork he developed through athletics continue to shape his professional approach today.
Ryan holds his FINRA Series 7 and 66 licenses, as well as his California Life and Health Insurance licenses.
He lives in Newport Beach with his wife, Valerie. Outside of work, Ryan enjoys staying active and exploring Southern California’s growing culinary scene.
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