FINANCIAL PLANNER
Ryan Kelly, CFP® earned a B.S. in Mathematics from the University of Texas at Austin in 2017 and an M.S. in Financial Planning from the University of Georgia (UGA) in 2019. Ryan passed the third part of the Special Enrollment Examination in February 2020 and became an Enrolled Agent in April 2020. Ryan earned the CFP® Certification in September 2021.
As a student of the University of Texas, Ryan dove into the school’s culture and joined the Longhorn Band. Outside of his musical pursuits, Ryan joined the Alpha Omega campus ministry, becoming a student leader during his third semester. With Alpha Omega, Ryan led small group discussions, participated in on-campus and community outreach, and fostered a sense of unity in the ministry. At UGA, Ryan continued his involvement with Alpha Omega and became a member of UGA’s Student Financial Planning Association.
In 2018, Ryan took an internship with Signature FD, a fee-only financial planning firm in Atlanta, Georgia. Although he was often handed the typical tasks of an intern (making copies, filing documents, and building reports), it was that exposure to clients’ stories that kindled Ryan’s passion for financial planning. Already enjoying the technical work of planning, Ryan found purpose in the intricacies of clients’ situations and the variety of work that was presented each day in the office.
Outside of the office, Ryan enjoys recreational soccer and tennis and is an avid fan of Atlanta United, his hometown MLS team. Ryan has also had several opportunities to travel the world and always welcomes opportunities to venture outside of his comfort zone, whether that is within the city or around the globe.
Client Focus: Ryan is excited to meet YOU! He has developed a passion for financial planning through actively listening to Clients’ unique personal financial story, and he is excited to learn about your family, your passions, and your Live Big goals.
Current Update: It’s been a fun start to the summer for Ryan thus far. The team now has a financial planning intern on both coasts and is benefiting tremendously from Grant’s and River’s support. Ryan has also found more opportunities this summer to get involved in the local chapter of the Financial Planning Association (FPA), attending the quarterly chapter meeting and a local happy hour. Ryan looks forward to the FPA Far West Roundup conference in Santa Cruz, CA in August.
On the personal front, the warmer weather has reinvigorated Ryan’s love for sports. He plays tennis nearly every weekend and has gotten back into playing soccer as well. Ryan is also closely following Euro 2024, Copa América, and the MLS season. Lastly, Ryan is recommending a few TV shows to anyone who will listen – namely, Scavengers Reign (on Netflix), Welcome to Wrexham Season 3 (on Hulu), and Somebody Feed Phil (also on Netflix).