Ryan Davis
Personal CFO
Ryan joined our team in early 2021, bringing nine years of experience in the financial services industry. Ryan started his career at North Island Credit Union, working out of branches all over San Diego and eventually became the only remotely based financial advisor, covering both San Diego and Los Angeles territories. During his time as the remote advisor, Ryan learned how to effectively utilize financial technology to support clients and this experience became invaluable during the pandemic when many advisors and clients were forced to work remotely on investment and retirement planning. Combining his knowledge from both the banking and investment management worlds, he now serves FIDES clients with dedication and detail-oriented care. FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries. We have experience in the following areas:
- Comprehensive Financial Planning
- Tax Advantaged Investment Planning
- Insurance
- Benefits Plans for Business Owners & Employees
- Estate Planning
- Tax Conscious Strategies
- Fee Based Asset Management Account
Ryan is passionate about educating clients in investing and retirement planning. He believes that these concepts give clients confidence in their plans and help them to pursue their long-term goals.
A San Diego native, Ryan and his girlfriend Katie live in La Mesa, and you can often find him hiking around the local trails or spending time with his family.
