As a Paraplanner, Ryan Kent focuses on data gathering and scenario simulation to help clients develop comprehensive financial strategies and achieve optimal financial outcomes. He strongly believes in always doing right by the client, a value that guides his meticulous planning approach and work ethic. His investment philosophy emphasizes starting early and aggressively, then transitioning to a more conservative strategy over time.
A recent graduate of Arizona State University, Ryan holds a Bachelor of Arts in Business with a concentration in Financial Planning. He lives in Dublin, CA, with his parents and his dog, Ozzie, and enjoys being outdoors and watching films.
Q&A
What do you enjoy most about life in the Bay Area?
I enjoy the access to both nature and culture. Living in Dublin, I can easily go hiking and enjoy the outdoors, but I'm also close enough to the local museums and art scene. The variety of activities available here is something I really value.
What has been the most rewarding aspect of your professional roles?
The most rewarding aspect of this profession has been seeing how proper financial planning can lead to tangible results for people. Helping clients develop a strong plan for the future and build the assets they need to achieve goals like early retirement is incredibly rewarding.
Are there any causes that you are passionate about?
Yes, I am passionate about several causes, including environmentalism, ending poverty, and combating racism. I believe in striving for a more equitable and sustainable world for everyone.
