Ryan Kiernan

Ryan works with affluent retirees, entrepreneurs, and highly compensated young professionals to develop tailored investment plans that align with their personal financial goals, helping clients navigate the financial future. With over eight years of experience in financial services, specifically with major brokerage houses in both sales and trading, Ryan takes a Peter Lynch-style approach to investing, combining fundamental analysis and common sense while also employing technology growth investments and passive indexing. He utilizes advanced financial planning strategies where applicable, partnering with estate planning attorneys and CPAs.

Ryan is driven by a passion for helping clients achieve financial clarity and confidence, recognizing that a well-crafted plan empowers them to pursue their aspirations. He believes in making complex financial concepts accessible and actionable, ensuring every client feels understood and supported.

Ryan pursued a rigorous financial education, holding both a BS and an MS in Finance from the University of Tampa. This academic foundation is complemented by his industry experience working directly with ultra-high-net-worth investors as a financial consultant.

When not researching trends, industries, and companies, Ryan enjoys learning history, traveling with family to see SpaceX launches, spending an afternoon on the golf course, and watching Cardinals and Rays baseball. He is based in Tampa, Florida, and frequently travels to meet clients.