Ryan joined SFP Wealth in 2021 as a relationship manager for our retirement team. Previously, he has worked in both sales and client services at a top 401(k) recordkeeper. Ryan is responsible for ongoing plan management, investment due diligence, and enhancing the client experience. He is truly passionate about educating plan participants on the importance of saving for their future.
Ryan graduated from Northeastern University with a bachelor’s degree in Business Administration and a concentration in Finance. He holds the Series 7, 63, Producer’s Life, and CPFA® licenses.
Ryan lives in Belmont, MA with his wife, son, dog, and 2 cats. Outside of the office, you’re most likely to find Ryan in a hockey rink during the colder winter months, or with friends enjoying a beautiful day on the golf course. Ryan loves being a dad, spending time with his family, being outside, taking his dog for walks, and as a native Bostonian, loves all things Boston sports.