Ryan Griffith
CFP®, CERTIFIED FINANCIAL PLANNER™ at Equitable Advisors.
- Role
- Certified Financial Plannertm, Financial Consultant at Equitable Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Ryan Griffith
I help individuals and families diversify their investments with a heavy emphasis on tax efficient investing. I really enjoy creating customized financial and retirement plans to educate clients on how their current financial situation lines up with their long-term objectives. Some of the major areas I focus on are retirement planning, using investment tools to build and preserve wealth, college funding, risk management and legacy planning. I primarily work with Amazon, Facebook, & Boeing families. I love helping families build, manage, and protect their wealth.I started with AXA Advisors in 2014 and have formed various business partnerships throughout my years. To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. I earned the CFP® designation in 2019. I graduated from the University of Washington with a Bachelor of Science, Economics degree. If you or someone you know would benefit from my services, please contact me to see if we are a good fit to working together. I look forward to hearing from you.Keywords: Ryan Griffith, Ryan M. Griffith, University of Washington, UW Alumni, Financial Planner, Financial Advisor, Series 7, Series 63, Series 65, Life Insurance, REITs, Annuities, Annuity, Brokerage, Managed Money, Structured Products, Structured Notes, MLCDs, financial consultant, financial advising, Seattle, Eastside, Washington, financial, insurance, investing, mutual funds, etf’s, investment, investments, low fee investing, long term care insurance, disability insurance, retirement savings, college savings, tax strategies, wealth and accumulation, CFP®, CERTIFIED FINANCIAL PLANNER™
Experience
Certified Financial Plannertm, Financial Consultant
Jan 2020 — Present
As a Financial Advisor I meet with clients and help them determine budgeting and retirement plans, investing strategy, and other financial responsibilities. I take pride in getting my clients on track to meet their money goals.Keywords: Ryan Griffith, Ryan M. Griffith, University of Washington, UW Alumni, Financial Planner, Financial Advisor, Series 7, Series 63, Series 65, Life Insurance, REITs, Annuities, Annuity, Brokerage, Managed Money, Structured Products, Structured Notes, MLCDs, financial consultant, financial advising, Seattle, Eastside, Washington, financial, insurance, investing, mutual funds, etf’s, investment, investments, low fee investing, long term care insurance, disability insurance, retirement savings, college savings, tax strategies, wealth and accumulation, MONY, CFP®, CERTIFIED FINANCIAL PLANNER™
Education
Bryant University/Boston Institute of Finance
CFP® certification, Financial Planning and Services
2018 — 2018
University of Washington
Bachelor of Science (B.S.), Economics
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