Daniel Ryan
Tualatin,OR
Summary
Certified Financial Planner with extensive experience in comprehensive financial planning, investment management, tax planning, and retirement goals. Proven success in streamlining financial processes, ensuring regulatory compliance, and mentoring junior staff. Expertise in financial planning and wealth management, bringing strong analytical skills and a client-focused approach to advance my career.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Certified Financial Planner
Ryan Financial Solutions, LLC
08.2018 - Current
- Developed comprehensive financial plans for clients, addressing investment management, insurance needs, tax planning, and retirement goals.
- Maintained a high degree of professional ethics and integrity by strictly adhering to industry regulations and guidelines.
- Provided support during major life events such as marriage or divorce by assisting clients with necessary financial adjustments.
- Educated clients on financial planning concepts and best practices to help them make informed decisions about their finances.
District Finance Manager
PepsiCo
05.2014 - 05.2018
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Mentored junior finance staff, fostering professional development and strong team dynamics.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Education
Master of Science - Personal Financial Planning
College For Financial Planning
Centennial, CO12-2022
Bachelor of Science - Business Administration
Warner Pacific University
Portland, OR05-2014
Skills
- Cash Flow Management
- Long-Term Care Planning
- Insurance Planning
- Strategic financial planning
- Retirement planning
- Wealth Management
- Portfolio Management
- Estate Planning
- Divorce Financial Planning
- Tax planning
Certification
- Enrolled Agent (EA) - Internal Revenue Service.
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Registered Investment Advisor (RIA) - U.S. Securities and Exchange Commission or State Securities Regulators.
- Insurance Licenses, Life, Health, and Annuities – [State] Department of Insurance.
- Accredited Wealth Management Advisor (AWMA)
- Charted Retirement Planning Consultant (CRPC)
- Licensed Tax Consultant (LTC)-Oregon Department of Revenue
- America's Health Insurance Plans (AHIP) certifed-Medicare
Published Works
Ryan, Daniel. 2023. “Oregon Public Retirement.” Self-Published.
Timeline
Certified Financial Planner
Ryan Financial Solutions, LLC
08.2018 - Current
District Finance Manager
PepsiCo
05.2014 - 05.2018
- Enrolled Agent (EA) - Internal Revenue Service.
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Registered Investment Advisor (RIA) - U.S. Securities and Exchange Commission or State Securities Regulators.
- Insurance Licenses, Life, Health, and Annuities – [State] Department of Insurance.
- Accredited Wealth Management Advisor (AWMA)
- Charted Retirement Planning Consultant (CRPC)
- Licensed Tax Consultant (LTC)-Oregon Department of Revenue
- America's Health Insurance Plans (AHIP) certifed-Medicare
Master of Science - Personal Financial Planning
College For Financial Planning
Bachelor of Science - Business Administration
Warner Pacific University