Ryan Page CFP®, MBA

Wealth Advisor

My interest in investing and personal finance began at a young age.  I can remember discussing the stock and bond market with my dad before I even understood what they were. After attaining my Bachelor’s degree, I started my career at a mutual fund company.

Shortly after I began, the 2008 financial crisis took hold and I saw first-hand the turmoil it brought to many investors and families.  It was then that I truly understood the importance of having a financial plan and a financial advisor.  More than anything else, I realized finance was not about numbers on a screen, but about people’s lives.

Since that time, I have become a fully licensed advisor, attained my Masters’ degree, and have become a CERTIFIED FINANCIAL PLANNER™

My career is dedicated to helping individuals and families make the best possible decisions with their money so they can manage the goals they have set for themselves, and ultimately pursue financial freedom. 

When I’m not working, you can find me enjoying time with my significant other and her daughter, hiking with our dog, dining with our friends, traveling or just relaxing and watching our new favorite series on television. 

Thank you for reading, and I hope I can help you or someone you know in the near future.