Ryan Carlin CRPC®

Ryan is an experienced financial advisor who believes the most important thing he can do is to help his clients make consistently sound financial decisions.  In his experience he’s discovered that wealth building tends to be a function of having a strategy, taking decisive action on that strategy and avoiding big financial mistakes along the way.  Although he interacts with clients using modern communication tools, he believes those are no substitute for good old-fashioned financial checkups: getting to know your client, understanding their life, goals & priorities, and building a proper financial strategy around what they’ve shared. 

Ryan focuses on answering client questions in a variety of financial situations:

Will I have enough money in retirement?
Am I paying too much in taxes?*
Am I taking on too much risk?
Am I saving enough to accomplish my goals?
Is my portfolio doing what it’s supposed to do?
Will I be able to pass a financial legacy onto my heirs?

Ryan resides in Quincy with his wife, Angela, and their son, Adam.  Away from the office, Ryan enjoys hiking, visiting New England’s craft breweries, snowboarding, target shooting and rooting for the Pittsburgh Penguins and the New York Mets.

Credentials

 

Financial Professional since 2002
FINRA Series 7 & 66
CRPC® - Chartered Retirement Planning Counselor
Life, Long Term Care, Disability and Health Insurance Licenses
B.S. in Finance from Penn State University
Registered Representative, Securian Financial Services
Investment Advisor Representative, Securian Financial Services

 

*Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.