Ryan Huard
Senior Vice President, Wealth Advisor
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Areas of Expertise
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
Life Insurance
Qualifications & Experience
- BS in Business Administration, University of New Hampshire
- Certified Financial Planner (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Financial Advisor, ASPPA (CPFA)
Wellesley, MA
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Words to Live By
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About
Ryan provides personalized investment management and financial planning services for individuals and families, helping clients make informed decisions and pursue long-term financial success. He also consults with businesses to design and implement customized benefit solutions, including 401(k) advisory services tailored to each organization’s needs.
Prior to founding Huard Financial Group, Ryan served as Vice President of Personal Investment Services at Sentinel Benefits & Financial Group, where he advised clients across a wide range of planning and investment needs.
He holds Series 7 and 66 securities licenses, as well as a Life, Accident, and Health Insurance license.