Ryan Osborne (CFA, CFP®, EA)
Ryan Osborne focuses in the
following client markets or areas of practice:
- AUM
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Ryan specializes in working with high-net-worth individuals and high earners who seek a long-term, disciplined approach to investing. With over seven years of experience at Moisand Fitzgerald Tamayo, he helps clients confidently navigate capital markets and make informed tax decisions aligned with their goals. Based on Florida’s east coast, Ryan leads our Fort Pierce and Daytona Beach offices. He is an active member of MFT’s investment committee.
Ryan is a CERTIFIED FINANCIAL PLANNER® professional, CFA charterholder, and Enrolled Agent, the highest credential awarded by the Internal Revenue Service, granting him unlimited practice rights to represent taxpayers before the IRS.
NAPFA Start Date
July 26, 2023
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