Ryan Harris
Proactive and Integrated Tax/Financial Strategy, Planning, and Execution
- Role
- Partner and Senior Wealth Advisor at Wigand Integrated Wealth
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
Experience
Partner and Senior Wealth Advisor
Nov 2023 — Present · Colorado Springs, CO, US
I bring a wealth of knowledge to Wigand Integrated Wealth, holding the prestigious title of CERTIFIED FINANCIAL PLANNER™ Professional since 2010. My expertise spans various aspects of the financial landscape, covering budgeting, cash flow management, savings strategies, investment management, insurance solutions, tax optimization, estate planning, education planning, debt management, employee benefits, corporate structure, and retirement planning.What sets me apart is my deep-seated passion for integrating coaching into the financial planning process. I excel in forging strong client relationships and conducting comprehensive assessments, delving into their values, passions, fears, and financial objectives. Through insightful coaching questions, I challenge clients\' perspectives and provide unwavering support and encouragement, steering them toward their desired financial outcomes.
Education
Oklahoma City University
Certificate, Financial Planning
2001 — 2002
UWF Lewis Bear Jr. College of Business
Master of Business Administration (M.B.A.)
2003 — 2004
United States Air Force Academy
Bachelor of Science, Double Major in Economics and Operations Research, Minor in Math
1995 — 1999
University of the Rockies (now University of Arizona Global Campus)
PhD Candidate (ABD), Organizational Development and Leadership
2010 — 2020
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