Ryan Ristofski

Planning Consultant at Fidelity Investments

Role: Planning Consultant at Fidelity Investments
Location: Columbus, OH, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Ryan Ristofski

Fully licensed to legally act as an Investment Advisor affiliated with Fidelity Investments. Specialize in retirement planning and providing advice to clients through a tailored strategy that meets unique needs and preferences. I am passionate about being an on-going resource for clients and instilling confidence in their financial plan now and in the future. Certifications include; SIE, Series 7, Series 66, Life and Health Insurance Agent, and a Level I and II Financial Modeling Certification given by Adventis which provided me the skills to construct a fully circular financial model within limited time. A graduate of May 2022 from Miami University studying Economics and Finance.Other interests include equity research and being an asset of a growing organization in investments. Experience in forecasting and analyzing data in order to provide insight for financial strategy, and committed to develop the growth of the company in the long-run. Personal email:R••••••••@gmail.com

Experience

Planning Consultant
Fidelity Investments
Feb 2026 — Present · US

Education

Miami University
Economics
2018 — 2022

Contact information

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•••••@fidelity.com
Personal email
•••••@•••••.com
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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