Ryan Murphy (AIF®, CFP®, MSFP)
Ryan Murphy focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
- Novice Investors
- Business Owners
- Corporate Executives
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
- Novice Investors
Planning Specialties
I focus on designing and managing custom investment portfolios that fit each client’s goals, risk tolerance, and account type, using a mix of individual stocks, exchange-traded funds, and fixed income securities where appropriate. For Oregon-based clients interested in tax-free income, I also construct municipal bond portfolios that integrate with their overall investment and tax strategy. My process is consistent and disciplined, emphasizing diversification, downside risk management, and tax efficiency, yet flexible enough to adapt as markets and your life circumstances change. Investment management is always delivered in the context of a broader financial plan, so your portfolio strategy supports your retirement goals, cash-flow needs, and other long-term priorities.Additional Information
I’m Ryan J. Murphy, MSFP, CFP®, AIF®, President of Pacific Coast Investment Advisors, LLC, and a second-generation financial advisor with the privilege of continuing our firm’s 20-year legacy of client service. As a CERTIFIED FINANCIAL PLANNER™ professional, I work one-on-one with a limited number of individuals, families, and business owners so I can stay closely involved in each client’s financial life and be their first call when questions or opportunities arise. My approach is collaborative and educational: I listen first, clarify your goals, and then translate complex strategies into clear action steps tailored to your situation. The CFP® designation reflects rigorous education, examination, and ethics requirements, and my AIF® training further supports a disciplined, fiduciary standard of care in managing your portfolio and overseeing your overall plan. If you’re looking for a long-term partnership with a fee-only fiduciary who will know your story and be there at each major financial decision, I’d be glad to talk.NAPFA Start Date
February 28, 2024
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