Ryan Miyamoto (CFP®, MBA)

Ryan Miyamoto focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Ryan Miyamoto is a Certified Financial Planner™ who has been helping clients throughout Southern California since 2004.  Having previously worked for large financial corporations, Ryan founded Derive Wealth in 2016 to provide financial advice in a more personal and transparent way.

Born and raised in Southern California, Ryan prefers sun over snow and craft beer over wine.  He enjoys hot yoga, playing basketball, discovering new culinary destinations, and always looking for an excuse to visit Hawaii.

 

Additional Information

Our modern approach to financial planning and investment management is driven by 8 principles:

  • Independent Firm: Our clients sit in the drivers seat
  • Family Office: Get to know what shapes the advice you receive
  • No Commissions: We don't sell any products
  • Full Transparency: Upfront pricing
  • Flat Fee Pricing: No percentage based fees/rising fees
  • Technology Suite: On-demand communication and investment access
  • Real World Experience: Learn from others in your similar situation
  • Fiduciary Duty: We are legally responsible for the advice we give

 

 

NAPFA Start Date

April 02, 2018

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This Office

225 S Lake Ave Ste 300 Pasadena, CA 91101-3009 Phone: (626) 800-3864