Ryan Burgess, AIF®
Accredited Investment Fiduciary
Throughout his almost 20 years in financial services, Ryan has spent his career helping individuals make educated decisions about their money and building and managing portfolios. Since 2016, he has done over 6,000 financial consultations with people all across the country. He has also delivered countless educational presentations to thousands of attendees on most topics involving personal finance but specializing in investment and retirement planning education. Ryan personally started investing at the age of 8, when his parents helped him purchase his first two mutual funds. He always held an interest in the markets and knew from a young age he wanted to work in this field.
The ability to guide and help people is what drives Ryan. In addition to helping his clients understand their financial path, Ryan produces educational content in the form of webinars, blog posts, videos, and articles. More than any financial product, education is the key to managing finances and achieving goals.
Ryan lives in Roseville with his wife Nicole, their daughter Delaney, and 4 rescue dogs: Rex, Atticus, Echo, and Cooper. Outside of work, his life revolves around spending time with family, exercising, following professional sports and traveling.
Education and Certifications
Recently passed the CFP® examination
FINRA Series 66 license
AIF® - Accredited Investment Fiduciary
San Francisco State University - Economics
Memberships and Community Involvement
NAPFA - The National Association of Personal Financial Advisors
XYPN - The X/Y Planning Network
Fee Only - The Fee Only Network
TDA - TD Ameritrade Institutional
Betterment - Betterment for Advisors
Call: (916) 292-9722