Back to Search Favorites List

Ryan Weiser (CASL, CDFA, CFP®, ChFC®, CLU)

Ryan Weiser focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Ryan founded Weiser Financial Planning in 2017.  Before opening his doors, Ryan was a financial advisor with First Commonwealth Bank in Delaware, Ohio.  Prior to that Ryan held regional sales leadership positions with State Farm Insurance and Guardian Investor Services consulting independent financial advisors, agents, and financial institutions on retirement planning, annuities, mutual funds, and life insurance.  Ryan originally began his career in 2000 at Nationwide Financial where he spent several years in multiple roles wholesaling financial services products to agents and financial advisors.

Ryan earned his Bachelor of Science in Mathematics from the State University of New York at Brockport.  He is a CERTIFIED FINANCIAL PLANNER™ professional, and has obtained several industry designations including the Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations through The American College.  Ryan is also a Certified Divorce Financial Analyst (CDFA®) practitioner specializing in helping individuals and couples navigate through the complex emotional and financial aspects of divorce.  He is a current member of the National Association of Personal Financial Advisors (NAPFA), The Fee-Only Network, WhyFiduciary.com, the XY Planning Network, and the Institute for Divorce Financial Analysts (IDFA).  Ryan is excited to work with you and your family to help you live your life values by connecting your money with the things that are most important to you.

Let's Chat - Schedule a time here... https://weiseradvisor.com/schedule

Additional Information

I have lived in Lewis Center, OH since 2004 with my lovely wife Erica and our two wonderful children Ethan (10) and Reagan (8).  We are very active in the local community and we can usually be found at the activity of the day whether it's dance, girl scouts, taekwondo, or travel baseball and soccer. When not shuffling the kids around town I coach youth soccer and enjoy mountain biking and golfing on the weekends.  We are active members of St. Andrew's Anglican Church in Lewis Center and I serve on the finance committee and Vestry. 

 

 

NAPFA Start Date

September 26, 2017

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

7320 Walker Wood Blvd Lewis Center, OH 43035-8306 Phone: (614) 450-2929
View
Visit Website