Ryan's guiding principle is Clients First: He is passionate about serving as financial advocate for his clients in both in the creation and protection of wealth. He prides himself on the ability to help identify and prioritize personal values in order to better connect them with what matters most. He does this by balancing the real emotional impact of financial decisions with a strong, rational plan rooted in an understanding of investment strategy, retirement planning concepts, and macroeconomics.
Ryan joined Green Ocean Global soon after its start in 2022. A California native, he brings over a decade of industry experience with both the big Wall Street firms, as well as hedge funds and private equity where he played a leading role. These experiences strengthened his conviction for the need for independent fiduciary thinking and solutions without the bias brought by short-term profit targets and shareholder expectations.
Ryan studied Economics at San Francisco State University and the University of Washington. He holds designations from the American College of Financial Services, as well as the Digital Asset Council of Financial Professionals.
Ryan was born and raised in San Francisco and Marin county. He currently resides in the North Bay with his partner, Nicole. When he is not working with clients, he enjoys bicycling and rock climbing, amateur carpentry & farming, and serving as a youth mentor within local organizations.
722 Union St
San Francisco CA 94133