The Shannon Ryan Wealth Management Group believes industry credentials give us the necessary training to better serve our clients in many different areas of wealth management.
Shannon Ryan, Managing Director-Investments has earned her Master's in Personal Financial Planning. The MPFP is a graduate-level degree designed to provide advanced education and training in the field of financial planning. This program typically covers a wide range of topics related to personal finance, including investment strategies, retirement planning, tax planning, estate planning, risk management, and financial counseling. The goal is to equip students with the knowledge and skills necessary to help individuals and families manage their financial resources effectively and achieve their financial goals.
Shannon Ryan, Managing Director-Investments is a CERTIFIED FINANCIAL PLANNER® professional. To earn this certification, she completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER® Board’s initial and ongoing certification requirements.
Shannon Ryan, Managing Director-Investments is a Fundamental Choice Portfolio Manager who helps clients engage in an advisory portfolio management process in which they utilize active asset allocation management. In this program, clients have wider exposure to asset classes that can potentially offset the ups and downs of market volatility.
The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Robert Lebo, Financial Advisor and James Gill, Senior Registered Client Associate hold the CRPC® designation. They have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process. Additionally, they passed an end-of-course examination that tested their ability to address an array of client situations using the various types of plans and models studied. They have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education.