Ryan Lewis

Client Service Specialist at Focus Partners Wealth

Role
Client Relationship Specialist at Focus Partners
Location
Irvine, CA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Ryan Lewis

Experienced Client Services Professional with a demonstrated history of working in the…

Experience

  1. Client Relationship Specialist

    Focus Partners

    Jun 2024 — Present · Irvine, CA, US

    Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Education

  • California State University, Fullerton

    Bachelor of Arts - BA, Criminal Justice

    1996 — 2001

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Ryan Lewis — Client Relationship Specialist at Focus Partners in Irvine, CA, US | Unifers