Focus

Ryan's goal is to function as his client's personal CFO and provide all-encompassing advice for financial matters. He earns the confidence and trust of his clients through a commitment to integrity, professionalism, and excellence. His mission is to always place each client's financial well-being before his own.

Background and experience

Ryan Leaf, CFP®, CIMA®, SE-AWMA™, is a financial professional with more than a decade of experience in the wealth management industry. Ryan specializes in helping clients and their families create comprehensive plans to help achieve their financial goals and secure their future. Ryan began his career as an intern at Macquarie working on the trading desk and tax reporting team. Upon graduation, Ryan was hired by UBS to be a Wealth Strategist where he was tasked with investment analysis and portfolio management for larger clients. Ryan then joined the UBS EPAS team (Equity Plan Advisory Services) where he worked with Fortune 500 C-Suite executives to help preserve and maximize their wealth.

Philosophy

Ryan is a firm believer that financial advising is fundamentally about people- not just numbers. Every client has a unique story, set of values, and vision for the future. Ryan’s role is to listen deeply, ask thoughtful questions, and craft strategies that align with both financial goals and life priorities. Transparency, education, and trust are the cornerstones for Ryan’s practice. He strives to ensure clients feel informed and empowered at every step, making complex financial concepts accessible and actionable. Ryan’s goal is to be a long-term partner and advocate, helping his clients navigate life’s transitions with clarity and confidence.

Away from the office

Community involvement is near and dear to Ryan’s heart. Ryan is the Vice President for the West Virginia University Charlotte Alumni Chapter and volunteers for multiple organizations in the Charlotte area. Outside of work, Ryan enjoys spending time with his dog (Layla), trying new restaurants, and golfing with friends.

Credentials & Education
• BSBA Finance, West Virginia University
• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®
• Sports and Entertainment Accredited Wealth Management Advisor™