Ryan Burgess, AIF®

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

Contact:

Call: (916) 292-9722

Email: rburgess@blueoaksfinancial.com