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Experience

Ryan is a manager for Plante Moran Financial Advisors in the firm’s Auburn Hills office. Ryan has been serving high-net-worth individuals and families since June 2010. While serving as his clients’ personal CFO, he assists high net worth individuals and families in growing their wealth, reducing income and estate taxes, and planning for future generations by employing an independent and objective approach to wealth management. With a BS in finance from Oakland University and more than five years of experience, Ryan specializes in portfolio construction, retirement planning, personal insurance, and tax optimization strategies. Ryan was recently recognized as a 2017 Five Star Wealth Manager.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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