Ryan Townsley (CFP®, MBA)
Ryan Townsley focuses in the
following client markets or areas of practice:
- AUM
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I got into this business to help people, and I started my own firm so I could do a better job helping them. I love what I do, and put my heart and soul into serving my clients as if they were my own family.Additional Information
I am a Navy Veteran, husband, and father.NAPFA Start Date
January 04, 2022