The farthest I’ve ever traveled was to Dubai for an international business course in college. After spending a semester learning about international business in the Middle East, I then got the opportunity to spend a week in Dubai and Abu Dhabi meeting with various executives and government officials to learn about the region.
”Ryan Turner
Manager, CFP®
Experience
As a manager in the firm’s wealth management practice, I focus on providing comprehensive wealth management services to ultra-high-net-worth clients. Acting as my clients’ personal CFO, I offer holistic advice on investment management, income, tax, retirement, and education planning for individuals and families. Clients appreciate how I effectively break down complex topics and technical matters, allowing them to make informed decisions about their financial futures.
My interest in wealth management stems from my predilection for finance. I enjoy having the opportunity to develop meaningful relationships while helping individuals and families improve their financial well-being. Around the office, colleagues know me for my strong work ethic and commitment to being a resource for my technical expertise.
I earned my B.S.B.A. in finance with an emphasis in personal financial planning from the University of Colorado Boulder.
Outside of work, I enjoy spending time with my wife, son, and two dogs. We like to ski, snowboard, travel, and attend as many Colorado Avalanche games as we can.
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.
