Meet the Team: Ryan Rasmussen

Firm News & EventsPosted on August 9th, 2017No Comments

Ryan Rasmussen is one of two Financial Planning Residents that recently joined the Yeske Buie team. We welcomed Ryan in June after he graduated from the University of Georgia where he completed his degree as a presidential scholar with cum laude honors. In addition to his education, Ryan comes to the team with a variety of internship and pro-bono financial planning experience. During his last semester at UGA, Ryan gave back to the Athens/Clarke community by offering free tax services through the University of Georgia sponsored Volunteer Income Tax Assistance program and provided free financial counseling services through UGA’s ASPIRE Clinic. Ryan was an active member of the Student Financial Planning Association while studying in Georgia, and is currently a member of San Francisco’s FPA chapter and NexGen community.

As we welcome Ryan to the team, we hope you enjoy this edition of Meet the Team where Ryan shares more about himself and some of his goals as a Financial Planning Resident.

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  • Why did you choose Financial Planning as a profession? What aspect of Financial Planning intrigues you the most?

One of the main reasons I chose this profession is because I am really interested in helping Clients. My favorite part of working with Clients is the coaching aspect; I strive to be able to help people find the most optimal situation for their needs and be their financial “guru”. To be even more specific, working with Clients in the Baby Boomer generation is something that brings me joy as I feel there are real opportunities to plan within this generation. Lastly, I am also really fascinated by the relationship between money, psychology, and personal finance and how all three of these aspects coexist.

  • What is your first memory of Financial Planning?

My first memory of Financial Planning comes from my Grandparents. They used to, and still do, work with an RIA (Registered Investment Advisor) in the Memphis area. They have worked with this same RIA their entire lives and they use them to help them stick to their retirement goals. As far back as I can remember, my Grandparents have always been open to talking about who they work with and have instilled in me the importance of planning for retirement.

  • What impact do you hope to make at Yeske Buie and in the Financial Planning profession?

I would like to impact the profession and Yeske Buie through the sharing of strengths. I feel that I have the opportunity to learn about financial planning from the best financial planning firm in the US and I hope to take that learning with me throughout my career. By sharing Yeske Buie’s strengths with other firms, and by learning from the strengths of other firms, I feel I can help make not only Yeske Buie, but the profession as a whole, better and stronger!

  • In your role as Financial Planning Resident, how do you assist Yeske Buie’s Clients?

I find this hard to answer as I have not been at Yeske Buie long. On a very broad scale, one of the ways I assist Yeske Buie’s Clients is by providing support to the more senior Financial Planners. For example, one of the tasks I have completed to date was gathering pertinent information in preparation for Annual Update meetings along with other general Client meetings. I have also assisted in the organization of Client files and I have learned a great deal about Yeske Buie’s Safe-Spending Policies. I find these polices quite interesting as the way in which they help Clients feel better about their retirement is something that I feel adds huge value to a Client’s financial life.

  • What Yeske Buie worldview aligns with you most and why?

I would say that Yeske Buie’s worldview, Client Big, aligns with me most. I feel this way because like I like the Client aspect of Financial Planning; to me it is the most fun part about this job. It is rare to find a job where you have such close relationships with your Clients. To be able to have the opportunity to build those kinds of deep relationships with so many people is wonderful, in my opinion.

  • What do you enjoy doing what you aren’t working?

When I am not working, I enjoy simply being outdoors – whether it be bike riding, rock climbing, hiking, or camping. Having recently moved to the Bay Area, I am currently enjoying exploring Berkley and the surrounding area. I also enjoy traveling. One of my Live Big goals is to visit Denmark as I am third generation Danish. Another place I would like to explore is Cuba. Lastly, something that you may be surprised to know about me is that I know how to bee keep. My dad is a bee keeper in Georgia and has over 20 hives. I use to help him out when I was younger and now know how to care for and extract honey.

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