About Ryan
As a Client Relationship Specialist for Buckingham’s offices in Irvine and Walnut Creek, California, Ryan oversees new and recurring operational tasks for his advisory team in order to support and maintain clients’ financial life plans. In this role, he works with advisors and custodians to ensure requests are processed timely and accurately, and with clients to ensure their needs are met.
Ryan understands the deeply personal nature of holistic, values-based wealth planning, and strives to build client relationships to match. That means putting clients first in everything he does, from making paperwork as painless as possible to being available to witness some of their most important goals become reality.
Prior to joining Buckingham in 2018, Ryan served as a senior client services representative at Capital Group. Before that, he held various management positions in the retail sector.
Ryan earned his bachelor’s degree in criminal justice from California State University, Fullerton in 2001.
A native of Fullerton, California, Ryan currently lives in Yorba Linda with his wife and two sons. Ryan enjoys cooking and eating with his family and extended family, and he is a diehard fan of Los Angeles sports teams.
As a Client Relationship Specialist for Buckingham’s offices in Irvine and Walnut Creek, California, Ryan oversees new and recurring operational tasks for his advisory team in order to support and maintain clients’ financial life plans. In this role, he works with advisors and custodians to ensure requests are processed timely and accurately, and with clients to ensure their needs are met.
Ryan understands the deeply personal nature of holistic, values-based wealth planning, and strives to build client relationships to match. That means putting clients first in everything he does, from making paperwork as painless as possible to being available to witness some of their most important goals become reality.
Prior to joining Buckingham in 2018, Ryan served as a senior client services representative at Capital Group. Before that, he held various management positions in the retail sector.
Ryan earned his bachelor’s degree in criminal justice from California State University, Fullerton in 2001.
A native of Fullerton, California, Ryan currently lives in Yorba Linda with his wife and two sons. Ryan enjoys cooking and eating with his family and extended family, and he is a diehard fan of Los Angeles sports teams.