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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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit