Meet Ryan
Ryan is a Wealth Advisor based in San Francisco, California. He joined Mercer Advisors in 2026, bringing eight years of experience in financial services. Ryan served as a Sr. Advisor Associate at Wealthspire Advisors and as a Wealth Advisor at Stonepath Wealth Management. He earned a B.S. degree in finance from Western Michigan University and completed the Wealth Management Theory and Practice program at Yale School of Management. Ryan is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor®. Ryan is motivated by collaborating with the individuals and families he serves to find solutions specific to each situation.
Ryan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Ryan has focused experience in these areas:
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- IPOs and recapitalizations with planning designed to protect, diversify, and grow your wealth
- Advising tech professionals, including clients in the San Francisco Bay Area.
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
His working style
Ryan believes that successful financial planning begins with understanding what is most important to each client. His approach is relationship-focused, collaborative, and grounded in thoughtful problem-solving. He enjoys simplifying complex financial topics into clear, actionable guidance and helping clients feel confident in their decisions without being overwhelmed by technical details.
Ryan in real life
What keeps you busy outside of work?
I enjoy spending time hiking, reading, keeping up with financial markets, traveling, and searching for new restaurants around the Bay Area with family and friends.
How do you give back?
I spend time teaching financial literacy to students.
Any words you try to live by?
The impediment to action advances the action. What stands in the way, becomes the way.
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