| Finance & Wealth Management |
RYAN WEALTH MANAGEMENT GROUP OF WELLS FARGO ADVISORS, LLC, MEMBER SIPC
Shannon Ryan, CFP® Senior Vice President–Investments
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inancial advisor Shannon Ryan has worked with individuals, families and businesses for more than two decades, helping them make financial decisions. Shannon also enjoys giving back to her community as president-elect for Manhattan Beach Rotary, a Girl Scout leader, a provisional patroness with NCL Manhattan–Hermosa chapter, a member of the Manhattan Beach Host Town Committee for Special Olympics, and a member of Leadership Manhattan Beach class of 2011.
FAST FACT In addition to being a financial advisor with Wells Fargo Advisors, LLC, Shannon is an author, public speaker and blogger on financial literacy for children.
How do you differentiate yourself from others working in the wealth management industry? “My passion for financial literacy and building financial strategies. To accomplish your financial goals, you have to know why and what you are investing in. You should also consider taxes, liquidity, estate planning and the risk you face on the path to your goals.”
What are some of your firm’s core values?
“I moved my private practice to Wells Fargo Advisor, LLC two years ago. Wells Fargo Advisors, LLC has a very broad depth of resources: lending, small business, M&A, elder care, estate planning, alternative investment and many other areas. These were resources that my clients could benefit from, which I did not have access to as an independent advisor. WFA also has a strong commitment to our community and their charitable efforts across the country. I feel privileged to work with a company that has strong core values.”
What’s the most common mistake people make with their money?
“The most common mistake is not being proactive—not taking the time to sit down and align your money decisions with your values. Often there are financial strategies clients have missed that allow them to enjoy their money to its fullest. That may be using it now or building a legacy estate plan that lives for generations.”
How important is it to have well-established relationships with other professionals on behalf of your clients? “As a Certified Financial Planner, I work with my clients’ entire financial lives. It is very important to have your ‘team’ talking to each other as you make decisions. We are on the phone daily with other professionals on our clients’ financial teams. It is my opinion that these well-established relationships are critical to our clients’ financial success.”
2321 ROSECRANS AVE, SUITE 2275, EL SEGUNDO | 310-725-2268 | SHANNON.T.RYAN@WFADVISORS.COM S P E C I A L A DV E RT I S I N G S E CT I O N
MAY/JUNE 2016, SOUTHBAY
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