Ryan Robertson

WEALTH ADVISOR, CFP® in progress

Ryan Robertson is a Wealth Advisor at Factor Wealth. Ryan works with others at the firm to provide investment, financial planning, tax and estate advice to wealthy individuals, families, and foundations. Ryan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, retirement cash flow projections, retirement income optimization, client reporting, investment management, and education funding.

Ryan graduated from Miami University with a Bachelor of Science and majored in Finance. He holds his Series 7, Series 63, and Series 65 licenses with FINRA and is a licensed Investment Adviser Representative. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Prior to joining Factor Wealth, Ryan worked with Fidelity Investments as a High Net Worth associate and assisted clients with trading, investment advice, account maintenance, and research.