Ryan Shannon (CFP®)
Ryan Shannon focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Entrepreneurs
- Investment Advice with Ongoing Management
- Real Estate Investments
- Socially Responsible Investments
- Business Owners
- Charitable Giving
- Entrepreneurs
- Investment Advice with Ongoing Management
- Real Estate Investments
- Socially Responsible Investments
Additional Information
I am trained to manage a client’s wealth in areas of portfolio & risk management and planning for taxes & personal legacy. I believe my job starts with getting to know my client. Familiarity with your career, family, priorities, and goals will show me how to best put your assets to work.
NAPFA Start Date
April 17, 2020