Meet Ryan Walker
415.831.7173 | ryan.walker@stansberryam.com
Ryan Walker CFP®, CEPA
Senior Wealth Manager
Ryan Walker is a financial professional with a wealth of experience in guiding clients through complex financial landscapes. He began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner and spent approximately eight years with a large Registered Investment Advisor, where he played a key role in developing personalized financial strategies that helped clients achieve their financial and retirement goals.
Ryan graduated from Bridgewater State University with a bachelor’s degree in Operations Management, concentrating in Finance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013 and lives in SW Washington State. In his free time, he enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.
Meet with Ryan
In this no-obligation meeting, we’ll take time to understand your financial goals—whether personal, business-related, or both. For business owners, we can explore strategies around exit planning, tax efficiency, and long-term wealth preservation. For all clients, we’ll introduce our planning approach, answer your questions, and help identify the next best steps. You’ll leave with clear insights tailored to your situation, regardless of whether you choose to move forward.
Schedule your initial conversation today.
Accreditations:
Strategic Business Planning with SAM
As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA), I help successful business owners align their personal finances and business goals with a clear strategy for long-term success and eventual transition. At Stansberry Asset Management (SAM), we combine informed, active investment management with deep planning expertise to help you take control of your future—personally and professionally.
We start with a conversation to get to know you and your goals, and determine if our process and philosophy are the right fit for your needs. To support your full planning experience, we manage a minimum $1 million investment portfolio to ensure your personal wealth is integrated with your business planning.
Webinars
From Business Success to Family Security: Insurance Planning with Purpose Webinar
Watch Ryan Walker, Senior Wealth Manager at Stansberry Asset Management, and Will Dudley, Affiliate Partner at Crescent Wealth, as they discuss how to:
- Maximize Your Legacy – Learn estate planning strategies that could minimize taxes and ensure a smooth wealth transfer
- Optimize Your Retirement Strategy – Explore IRA distribution options, Roth conversions, and tax-efficient wealth planning.
- Protect & Grow Your Business – Uncover executive benefit strategies and buy-sell agreements to retain talent and mitigate risks.
- Life Insurance as a Financial Tool – Learn how Long-Term Care riders, key man policies, and business-owned life insurance can protect your wealth.
SAM on Estate Planning 101
Join experts from SAM as they discuss estate planning and dive into the 5 steps to achieve financial and investment success. In this webinar, you’ll learn:
- Don’t Leave Your Estate Unprotected – Learn how a well-crafted plan, complete with wills, powers of attorney, and beneficiary designations—can shield your family from confusion and conflict.
- Strategic Wealth Transfer – How to use trusts, gifting, and tax-efficient strategies to pass on assets while minimizing the impact of estate and gift taxes.
- 5 Steps to Financial & Investment Success – A comprehensive approach to aligning your investment strategy with your long-term estate planning goals.
Great for anyone looking to secure their financial future and legacy. Watch now to stay informed and ahead of the curve!
Meet with Ryan
In this no-obligation meeting, we’ll take time to understand your financial goals—whether personal, business-related, or both. For business owners, we can explore strategies around exit planning, tax efficiency, and long-term wealth preservation. For all clients, we’ll introduce our planning approach, answer your questions, and help identify the next best steps. You’ll leave with clear insights tailored to your situation, regardless of whether you choose to move forward.
Schedule your initial conversation today.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262