Ryan Richardson joined Weatherly in 2012, and rejoined the Weatherly team in Fall of 2017 after a year abroad teaching English. Ryan’s core functions include client relationship management, overseeing clients’ transfer of assets, RMD planning, block trade support and bond allocations, and mentoring WAM’s next generation of associates.
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. 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.
Ryan is currently enrolled in a ChFC®ll certificate program and in his free time, he enjoys supporting the Padres, playing softball, camping, and woodworking.
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.
