Ryan MunroeCFP®️, CIMA®️, CDC®️
Senior Wealth Advisor
As a Senior Wealth Advisor, Ryan works closely with new and existing clients as their main point of contact and trusted advisor. His primary objective is to develop a meaningful relationship with each and every client so that he can better understand their goals and how he can best help them realize and protect what is most important to them.
Prior to joining Reilly Financial Advisors, Ryan was a financial advisor at a wealth management firm where he helped develop and implement comprehensive financial plans. With more than ten years’ experience in the financial services industry, Ryan has gained valuable knowledge working with clients over the years in roles spanning banking, wealth management, and asset management.
Ryan is a first-generation college student who received his bachelor’s degree in finance with an emphasis in investment analysis from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst® professional, and Dementia Care Certified®.
Ryan is married with two young boys and a golden retriever. He and his family recently realized their lifelong dream of relocating to the San Diego area from Scottsdale, Arizona.
When not working, Ryan loves spending time outside; he and his family enjoy taking advantage of all the Pacific Ocean has to offer. Ryan also enjoys hiking, biking, and snowboarding. When taking things easy, Ryan enjoys following sports—especially baseball, which he is teaching to his two young boys.
Why I Do What I Do:
I am deeply passionate about the independent investment advisory space. Objectively putting clients’ best interests above all else is the only way I will operate. I really enjoy getting to know people and coming to understand their motives, then applying my experience and expertise to help identify any blind spots before building a plan to mitigate those risks.