Ryan Rayburn
CFP® Professional | Owner and Principal Advisor | Strategic Wealth Partners, PLLC
- Role
- Financial Planner at LPL Financial
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Ryan Rayburn
Serving high-net-worth individuals and business owners navigating the complexity of…
Experience
Financial Planner
Apr 2024 — Present · Dallas, TX, US
s a CERTIFIED FINANCIAL PLANNER ™ Professional, I assist individuals and business owners in identifying their goals, executing and monitoring those goals. Some of the areas I specialize in include;1. Retirement Planning2. College Education Funding3. Estate Planning Strategies4. Life Insurance | Risk Management5. Family Intergenerational Wealth Transfer Strategies6. Business Succession Strategies7. Qualified Plan ServicesRyan Rayburn is a registered representative of LPL Financial, a broker/dealer (member FINRA/SIPC), and a registered investment advisor.
Education
Arizona State University
Bachelor of Applied Science (B.A.Sc.)
1998 — 2001
Skills
- Business Planning
- Asset Management
- College Education Planning
- Risk Management
- Retirement Planning
- Wealth Preservation Planning
- Wealth Management
- Business Continuity Planning
- Wealth Transfer Strategies
- Estate Planning
- Life Insurance
- Tax Reduction Strategies
- Income Distribution
- Retirement Plan Consulting
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