Ryan Goldenhar
CFA®, CFP®
Partner and Lead Financial Planner
Currently living in: ???
Hometown: ???
Ryan started his financial planning career in late 1999, just as the Dot Com stock market bubble was about to pop. Maybe not the best time to start a career in wealth management, but the lessons he learned have been invaluable in helping financially successful individuals and families navigate an always uncertain future so they can become "financially unbreakable". He's also discovered how our emotions impact financial decisions, especially for those fortunate enough to have their largest asset also be their current or former employer's stock. Ryan co-founded Wealth With Options, which merged with BKFi, and before that, he was a trust portfolio manager for 12 years with a large national private bank.
Get to know Ryan:
When he's not working, you can find him spending time with his wife, Rachel, a clinical psychologist, and their two adult kids, watching San Diego Padres games, traveling, reading historical non-fiction, listening to Spotify, and finding more ways not to grow up. As he likes to say, "growing old is mandatory, but growing up is optional."