Ryan Perry CFP®

Financial Planner

Ryan has been serving individuals and families to meet their financial goals since 2011. He is currently a Financial Planner at Falcon Wealth Planning where he works directly with clients to help them realize their specific financial objectives.

Prior to joining Falcon Wealth Planning, Ryan served as a Financial Advisor for several years with Merrill Lynch specializing in asset guidance for families and businesses. He has extensive experience in portfolio analysis and investment management. Before working with a fee-only advisory firm, he held his FINRA series 7 and 66 licenses.

Ryan received a Bachelor’s of Science degree in Business from the California State University, Fullerton. In his free time he enjoys playing golf and spending time with his family. Ryan and his wife Robin have been happily married since 2002 and have daughters named Megan and Allison.

Professional Designations & Licenses

• Certified Financial Planner™ Professional (CFP®)

• Accredited Investment Fiduciary (AIF®)