Ryan Kimes

Ryan began his career in the financial services industry in 2014 and has since developed a deep understanding of comprehensive financial planning to better serve the clients he works with. As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, Ryan is well versed in a breadth of financial planning topics with a specialization in cash flow analysis, retirement planning, and tax planning. In past years, Ryan has held FINRA licenses that include the Series 7, Series 63, Series 65, as well as the California Life & Health Insurance licenses

Ryan graduated from San Diego State University with his Bachelor of Science degree with an emphasis in Financial Services from San Diego State University. Prior to his role as the Director of Financial Planning/Advisor Resource Center at the Wealth Consulting Group, Ryan worked as a Senior Financial Planner at nationally recognized Registered Investment Advisor. In this role, he helped hundreds of households map out their financial lives to better achieve their goals. Before that, Ryan assisted in the complex estate and tax planning needs of high-net-worth individuals as a planner at a local family office.

Ryan joined the Wealth Consulting group to use his experience to educate partner advisors and clients on how to better plan for their futures and pursue their goals. Ryan’s careful consideration of a client’s unique circumstances aid in facilitating client-focused plans and recommendations that put a client’s needs first.

Outside of the office, Ryan is an exercise enthusiast, outdoor explorer, avid reader, and enjoys computer gaming in his down time. He is also a current Master’s of Business Administration candidate at San Diego State University.

"The future belongs to those who believe in the beauty of their dreams." – Eleanor Roosevelt