Ryan Klemm, CFP®

Financial Planner

Klemm_9696Ryan Klemm, CFP® earned an honors B.S. in Finance, cum laude, in Virginia Tech’s CFP® Certification Education Track. Ryan was an active member of Virginia Tech’s FPA® student chapter, where his interest in the financial planning profession was fostered. He spent his final two collegiate summers in financial planning internships, first as a Wealth Management intern at Merrill Lynch in Washington, D.C. and then as a Financial Planning intern with Pegasus Financial in Chantilly, VA. He used both of these opportunities to deepen his understanding of the profession in preparation for his career.

Ryan is a member of the Financial Planning Association® and the NexGen Community in the San Francisco Region. He most recently served on the committee for FPA’s Far West Roundup conference. Before transferring to California, Ryan  served on the Career Day committee for FPA’s National Capital Area chapter as well as on the DC Region’s NexGen Retreat Day committee. Ryan is also a graduate of the 2017 FPA Residency Program.

Outside of the office Ryan enjoys exploring the seemingly endless knowledge that books and research can provide as well as the pleasures of an active lifestyle. In his additional free time, Ryan enjoys time spent with his family and friends.

Client Focus: Ryan approaches his work with Clients by viewing himself as a financial guide. He focuses on using exploitative questions to understand what matters to a Client and helps to create policies that allow them to achieve their goals.

Current Update: Ryan enjoyed traveling back east for the Holiday season where he was able to spend time with his friends and family. Ryan is looking forward to his first full calendar year living in San Francisco and is excited about the endless opportunities that are presenting themselves in 2019. Ryan is also kicking off his 2019 travel schedule and is planning a few domestic and international trips throughout the year.

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“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson