Ryan Richardson rejoined the Weatherly team in Fall of 2017 after a year abroad teaching English. At Weatherly, Ryan will continue providing outstanding client service and support, while assisting with the continued growth of the firm’s comprehensive wealth management business. He first joined the Weatherly team in 2012 and areas of focus have included client onboarding, transfer of assets, RMD planning, and business operations support.
Between 2016 and 2017, Ryan worked for Apax English developing his teaching, teamwork, and leadership skills through teaching English to children ages 5-15 in Vietnam. In 2012, Ryan graduated from the University of San Diego (USD) with his BBA in Business Administration with an emphasis in Finance. Ryan was a member of the Delta Sigma Pi professional business fraternity, where he held leadership positions as the Head of Finance and External Communications. Prior to his education at USD, Ryan excelled in collegiate baseball at Santa Barbara City College where he played for two years and graduated with honors.
Education:
University of San Diego, B.B.A (Business Administration), California
Certifications:
License(s): Series 66 License D
Exam(s): Series 7 (inactive)
Executive Financial Planner Advanced Certificate program at SDSU=
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)A
Active Memberships:
Financial Planning Association (FPA)+
Awards & Accomplishments:
Five-Star Best Personal Wealth Manager Award
For more information about educational requirements, professional certifications, and professional designations, click here.
