Watch SAM's Retirement Living Webinar!

Retirement isn’t just a financial milestone—it’s a new phase of life. In this on-demand webinar, Senior Wealth Manager Ryan Walker, CFP®, CEPA, explores what it takes to build a meaningful, well-funded, and fulfilling retirement. Whether you’re a few years out or already in retirement, this webinar is designed to help you think differently and plan intentionally. We'll cover:

✔ Assessing Your Financial Readiness – Understand how to evaluate your financial readiness, translate your assets into sustainable income, and plan for longevity with confidence.
✔ Designing Your Ideal Retirement Week – Learn how to bring purpose and balance to your daily life in retirement by identifying the right mix of structure, freedom, relationships, and meaning.
✔ Shifting Your Retirement Mindset – Explore the lifestyle, emotional, and relational changes that come with retirement—and how to navigate the transition with clarity and intention.

Ryan Walker 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 at Prosperity Wealth Planning. Ryan also spent approximately eight years with Fisher Investments, where he supported clients in achieving their financial and retirement goals.

Ryan holds a bachelor’s degree in Operations Management with a concentration in Finance from Bridgewater State University in Massachusetts. He is also 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. He resides in Southwest Washington state with his daughter and partner. In his free time, Ryan enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.