Matthew Ryan (CFA, CFP®)
Matthew Ryan focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Generation X
- Hourly
- Investment Advice with Ongoing Management
- Millennials
- Charitable Giving
- College/Education Planning
- Generation X
- Hourly
- Investment Advice with Ongoing Management
- Millennials
Planning Specialties
Focused Mission Financial (FMF) is a personal financial planning and investment management firm.
At Focused Mission Financial, we work with you to develop a plan for your money. This includes identifying and planning for your short and long-term financial goals through proactive financial planning and investment management services. We want you to feel confident in your financial future, knowing that you have an experienced advisor helping you along the way.
Financial Planning at Focused Mission Financial starts with a 30,000-foot view of your current financial life, and we discuss your dreams, goals, and priorities. Once we understand your vision, we can work together to create a personalized plan with tailored recommendations to meet your needs.
Investment Management is an ongoing process in which Focused Mission Financial manages your investment portfolio on your behalf. This could include accounts such as your IRA, a trust or brokerage account, a 401(k), or other retirement plans.
Our founder, Matt Ryan CFA, CFP®, sends out a short video each month focused on helping you make smart financial decisions. Sign up for The Monthly Briefing here: http://eepurl.com/h_i7x5
Additional Information
About the founder, Matt Ryan:
Investing and financial planning have always been a passion, ever since my mom encouraged me to buy a certificate of deposit with my birthday money at ten years old. That was the moment I learned about the miracle of compound interest! I studied personal finance in college and have spent the entirety of my career helping clients make informed and educated financial decisions.
I live in San Diego with my family. On the weekends, you can catch us at the beach playing volleyball. I also enjoy the occasional woodworking project.
NAPFA Start Date
July 06, 2018
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