Ryan Goldenhar, CFA®, CFP® is a Partner Advisor with AdvicePeriod. Since beginning his career as a wealth management professional in 1999, he has been passionately committed to providing goal-based, life transition financial planning dovetailed with fiduciary portfolio management. His clients are successful individuals and families that want to preserve and grow their assets with an eye towards both tax-efficiency and costs that are in line with the value received.
Prior to joining AdvicePeriod, Ryan worked for over 12 years as a senior vice president and senior portfolio manager with Wells Fargo’s Private Bank in San Diego. Before that, he was a financial planner and portfolio manager for a $500MM Merrill Lynch team he established in La Jolla. In addition, he spent three years teaching securities licensing courses to new and experienced financial professionals from Toronto to Hawaii.
Ryan is a CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst (CFA) charterholder. He earned his Master of Arts (MA) degree in Communication Management from the University of Southern California and his Bachelor of Arts (BA) degree in Communication from California State University, Northridge.
Additionally, he serves on the Budget & Finance Committee for Jewish Family Service of San Diego and the Finance Committee for Congregation Beth Israel. He lives in the Carmel Valley community of San Diego with his wife, son and daughter. He and his family enjoy spending time traveling, reading and attending Old Globe and La Jolla Playhouse productions.
- (858) 925-5376