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 explorative questions to understand what matters to a Client and helps to create policies that allow them to achieve their goals.

Current Update: Ryan officially joined the San Francisco team earlier this month! He has spent all of August adjusting to his new professional and personal world on the west coast. He has been splitting his time between getting to know his new Clients as well as furnishing his apartment in the city and exploring what the different districts have to offer. Ryan has had friends and family visit him already and has enjoyed getting to play the role of “host” and “tourist” in his new city.

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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