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 helping his clients meet their unique goals by combining ongoing financial planning with tax-efficient portfolio management. His clients are successful individuals and families that want a “personal CFO” to help them preserve and grow their assets in an ever changing world.
Before joining AdvicePeriod in early 2019, Ryan was a Senior Investment Strategist at Wells Fargo’s Private Bank for 12 years where he managed portfolios for some of the bank’s wealthiest families. Today, in addition to helping his clients, Ryan also dedicates his time to serving the larger San Diego community as the Audit Committee chair for Jewish Family Services of San Diego and a member of the Finance Committee for Congregation Beth Israel.
In his free time, Ryan focuses on spending time with his wife and two children. As a tightly-knit family, they enjoy traveling, learning, reading and playing golf together.