Ryan Barradas

About Ryan Barradas

When we’re referred to an entrepreneur or affluent family group by their longstanding advisors, there’s a belief that the planning is “done”. So why are they meeting with WealthPoint? We hear three common challenges: uncertainty, complexity and lack of collaboration. Uncertainty is an obstacle to better outcomes. Will the work I’ve done play out as we intended? Is it still relevant, or is there a new, better way?Complexity: As my wealth increases, life doesn’t get easier, it gets more complex. Isn’t there a simpler or more streamlined approach for decision-making?Collaboration: My individual advisors give great advice yet there’s no way to integrate the ideas into a cohesive whole. And how do I know which decision is the best decision for us specifically?To overcome these challenges, decades ago we created a decision-making model called Know your story®. We eliminate uncertainty by helping you get to instinctual clarity about how you’d like your story to play out from here forward. Your documented long-range objectives become the litmus test for all recommendations. We mitigate complexity by showing you both the upside and the downside of any decision – and the ripple effect to seemingly unrelated areas. Also, oftentimes less is more. Elegant solutions allow us to kill two or three birds with one stone.We foster true collaboration with your existing advisors, integrating the many moving parts of your planning. Instead of separate great ideas, your planning becomes a logical, well-integrated body of work.If you’d like to schedule an informal conversation, please feel free to email me at: r•••@wealthpoint.netRegistered Representative of The Leaders Group, Inc. Member FINRA/SIPC. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. WealthPoint, LLC is not affiliated with The Leaders Group, Inc. WealthPoint is a member firm of PartnersFinancial. WealthPoint, LLC is independently owned and operated. WealthPoint, the WealthPoint logo and Know your story are all registered trademarks of WealthPoint, LLC. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255.

Experience

1. Partner & Co-owner

   Wealthpoint, Llc

   Apr 2010 — Present · Phoeinz, AZ, US

Education

• American College

  CLU, Financial Planning and Services

  2010 — 2016

• Mendocino College

  Business/Managerial Economics

  1990 — 1992

Skills

• M&a Support
• Executive Benefit Strategies
• Executive Coaching
• Management
• Asset Protection
• Intergenerational Wealth Transfer
• Wealth Management
• Strategic Planning
• Life Insurance
• Estate Planning
• Financial Analysis
• Family Business
• Consulting
• Insurance
• Financial Advisory
• Financial Modeling
• High Net Worth Individuals
• Business Planning
• Exit Strategies
• Strategic Financial Planning
• Financial Planners
• Strategic Consulting
• Investments
• Retirement Planning
• Financial Planning
• Succession Planning