Ryan P. Hawkins, CFP, AWMA, ADPA
Senior Financial Advisor
Fundamental Choice Portfolio Manager
Ryan specializes in developing progressive wealth management strategies that help his clients reach their unique financial goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. Whether planning for retirement, saving for a child’s or grandchild’s education, or preserving a lifetime of wealth, Ryan can provide the advice and resources that support each client’s objectives.
To further his knowledge on behalf of his clients, Ryan has earned the designations of CERTIFIED FINANCIAL PLANNER™, Accredited Wealth Management AdvisorSM and Accredited Domestic Partnership AdvisorSM and is an active member of the Financial Planning Association of Orange County. In addition, he has been recognized by Wells Fargo as a member of the Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
With more than 25 years of experience as a Financial Advisor, Ryan has dedicated his career to helping his clients meet their financial needs. Before joining Wells Fargo Advisors (formerly Wachovia Securities) in 2007, he spent more than nine years as a Financial Advisor with Morgan Stanley.
Outside the office, Ryan is an active member of his community. His volunteer positions have included serving as the Board Chairman of both the YMCA of Orange and Rebuilding Together Orange County, Children’s Hospital of Orange County’s Pediatric Mental Health Advocacy Committee. He also supports many other local organizations. He also enjoys traveling, trying new and unique foods, and all things automotive.
Ryan’s Approach to Long-Term Investment Planning:
“Making sure your wealth continues to work in support of your goals takes careful and ongoing planning. As your life circumstances change, so must the investment strategies I use to help you stay on course toward meeting your objectives. That’s why I meet with you to design investment strategies targeted to your specific needs and goals as they evolve over time. Although I do not provide tax advice, I will keep you informed about tax law changes and estate plan issues to help preserve and protect your wealth—now and for generations to come.”
Ryan’s Perspective on Portfolio Management Services:
“What you pay matters to me. It is important for you to know exactly what you pay, so there are no unexpected or unexplained costs. As my client, you should know that my primary objective is to make sure you achieve your financial goals. With that in mind, I am always looking to design long-term, diversified investment solutions and use cost-efficient, high-value strategies to manage your money.
Although I offer traditional brokerage accounts, I believe that fee-based account management focuses on the long-term benefits of your financial strategy. I offer a variety of money-management programs in which traditional commission fees are replaced by a quarterly fee, assessed in advance and based on the assets in your account. Because I am paid a percentage of the value of your account assets, I have a personal stake in your investment success. Through these fee-based programs, I can help you develop a portfolio that balances your need for safety, growth and current income.”
Please note: Fee-based programs are not designed for excessively traded or inactive accounts, so they may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of services, including fees and expenses. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions.
Contact Me
If you want a Financial Advisor for today and tomorrow, Contact Me.
CA Insurance License Number 0C46316. Resident State CA
To further his knowledge on behalf of his clients, Ryan has earned the designations of CERTIFIED FINANCIAL PLANNER™, Accredited Wealth Management AdvisorSM and Accredited Domestic Partnership AdvisorSM and is an active member of the Financial Planning Association of Orange County. In addition, he has been recognized by Wells Fargo as a member of the Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
With more than 25 years of experience as a Financial Advisor, Ryan has dedicated his career to helping his clients meet their financial needs. Before joining Wells Fargo Advisors (formerly Wachovia Securities) in 2007, he spent more than nine years as a Financial Advisor with Morgan Stanley.
Outside the office, Ryan is an active member of his community. His volunteer positions have included serving as the Board Chairman of both the YMCA of Orange and Rebuilding Together Orange County, Children’s Hospital of Orange County’s Pediatric Mental Health Advocacy Committee. He also supports many other local organizations. He also enjoys traveling, trying new and unique foods, and all things automotive.
Ryan’s Approach to Long-Term Investment Planning:
“Making sure your wealth continues to work in support of your goals takes careful and ongoing planning. As your life circumstances change, so must the investment strategies I use to help you stay on course toward meeting your objectives. That’s why I meet with you to design investment strategies targeted to your specific needs and goals as they evolve over time. Although I do not provide tax advice, I will keep you informed about tax law changes and estate plan issues to help preserve and protect your wealth—now and for generations to come.”
Ryan’s Perspective on Portfolio Management Services:
“What you pay matters to me. It is important for you to know exactly what you pay, so there are no unexpected or unexplained costs. As my client, you should know that my primary objective is to make sure you achieve your financial goals. With that in mind, I am always looking to design long-term, diversified investment solutions and use cost-efficient, high-value strategies to manage your money.
Although I offer traditional brokerage accounts, I believe that fee-based account management focuses on the long-term benefits of your financial strategy. I offer a variety of money-management programs in which traditional commission fees are replaced by a quarterly fee, assessed in advance and based on the assets in your account. Because I am paid a percentage of the value of your account assets, I have a personal stake in your investment success. Through these fee-based programs, I can help you develop a portfolio that balances your need for safety, growth and current income.”
Please note: Fee-based programs are not designed for excessively traded or inactive accounts, so they may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of services, including fees and expenses. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions.
Contact Me
If you want a Financial Advisor for today and tomorrow, Contact Me.
CA Insurance License Number 0C46316. Resident State CA