Ryan Parson

About Ryan Parson

As a personal CFO, I serve successful individuals, entrepreneurs and high net worth families to live their best lives of significance while keeping work optional. I live a life of authentic confidence and being true to myself and support our clients and their family\'s to authentically live their lives, on their terms, and without judgement. I appreciate those that have taken a road less traveled, lived life on their terms, created wealth on their terms and have felt the emotions of being outcasted, as many successful people have. Together with my internal team and strategic partners, I serve our affluent families to address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Since 1995, I have been serving accredited investors and high net worth families. I use an invigorating consultative process to gain a detailed understanding of our families deepest values and goals. I then employ customized suggestions designed to address each family\'s unique needs and goals beyond simply investments. Successful individuals and families work with me to-Live their best lives of significance with authentic confidence -Develop and implement a real, comprehensive plan to help them reach their life and financial goals -Make smarter decisions in today\'s uncertain political, economic and social environments -Obtain an independent, second opinion from a top trusted ally Ryan has enjoyed nearly 30 years practicing advanced wealth strategy and planning techniques and learning about real estate, public and alternative investments. This experience has been closely practiced with a broad range of comprehensive lifestyle, family and wealth matters including-personal lifestyle and family considerations -insurance, including captives -self-directed IRA\'s -private placements -non-entitled inheritances -publicly traded assets -charitable planning -estate and wealth transfer -concierge medical -private banking and cash flow planning -personal advocacy and professional coordination -benefit focus structures I am active with the tribes closest to my heart that I am called to \'build bridges\' for. I regularly write thought content for several strategic partners, including accountants, real estate sponsors and other professional advisors and am asked to speak as a subject matter expert for various organizations. I authored the book \"Your Money CEO: Finding Financial Confidence in Today\'s Chaos\" that appeared on the Amazon Top 100 list.

Experience

1. Personal & Family CFO

   Sunlight Peaks Financial Partners, Llc

   May 1999 — Present · Glenwood Springs, CO, US

   Serving as the #1 ally to successful do-it-yourself families, entrepreneurs and investors so they can live their best lives of significance with authentic confidence.

Education

• Drake University

  Master's

  1999 — 2001

• Drake University

  Undergraduate

  1995 — 1999

Skills

• Underwriting
• Valuation
• Funding
• Investment Properties
• Sales
• Second Mortgages
• Life Insurance
• Real Estate Investor
• Finance
• Insurance
• Term Life Insurance
• Real Estate Financing
• Venture Capital
• Rental Real Estate
• Private Equity
• Fund Administration
• Deed in Lieu
• Management
• Disability Insurance
• Commercial Insurance
• Promissory Notes
• Health Insurance
• Umbrella Insurance
• Real Estate Development
• Residential Mortgages
• Distressed Debt
• Long-Term Care
• Liability
• Rental Homes
• Capital Raising
• Property & Casualty Insurance
• Investments
• Portfolio Management
• Vacation Rental
• Financial Services
• Professional Liability
• Fixed Annuities
• Casualty
• Real Estate Transactions