Jeff Runyan

About Jeff Runyan

Wealth is not simply accumulated — it is architected. Runyan Capital is a Beverly Hills-based wealth management firm serving high-net-worth individuals and families nationwide. We combine institutional-grade financial strategy with the Nobel Prize-winning principles of behavioral economics to build portfolios that grow with discipline and hold with conviction — because what you protect in a downturn is just as important as what you earn in a bull market. Every portfolio we build is bespoke. Every decision we make is yours. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Financial professionals associated with LPL Financial may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Founder & Chief Investment Officer

   Runyan Capital

   Dec 2009 — Present · Beverly Hills, CA, US

   At Runyan Capital, wealth management is both a science and a discipline. Based in Beverly Hills and serving clients nationwide, we exist to serve one thing above all else: your financial future.We don\'t just build wealth — we defend it. Rooted in the Nobel Prize-winning principles of Behavioral Economics from Daniel Kahneman and Richard Thaler, our philosophy acknowledges what the data confirms: the pain of loss outweighs the pleasure of gain. Our strategies are built accordingly — precise, personalized, and resilient.Because real wealth isn\'t just what you earn. It\'s what you keep.

Education

• College for Financial Planning

  Chartered Retirement Planning Counselor, CRPC®

  2014

• University of Missouri-Columbia

  BS, Consumer and Family Economics

  1993 — 1997

• College for Financial Planning

  Accredited Domestic Partnership Advisor, ADPA®

  2014

• University of Missouri-Columbia

  MS, Consumer and Family Economics

  1998 — 2000

Skills

• Asset Managment
• 401k
• Investment Strategies
• Separately Managed Accounts
• Asset Management
• Wealth Management
• Investment Management
• Investment Advisory
• Series 6
• Series 7
• Insurance
• Estate Planning
• Fixed Annuities
• Stocks
• Series 63
• Retirement
• Bonds
• Strategic Financial Planning
• Series 65
• Portfolio Management
• Equities
• Retirement Planning
• Finra
• Life Insurance
• Finance
• Financial Services
• Mutual Funds
• Asset Allocation
• Valuation
• Risk Management
• Brokerage
• Fixed Income
• Investments
• Equity Research
• Financial Advisory
• High Net Worth Individuals
• Real Estate
• Iras
• Hedge Funds
• Wealth Management Services