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: While the beginning of this year has been a busy one, it’s also set the tone for an exciting year of growth and deeper roots in Ryan’s personal and professional communities. Ryan recently joined Yusuf at a meeting of the Washington, DC Estate Planning Council for a presentation by Dr. Andre Perry as part of their speaker series on race and wealth. Ryan also traveled to San Francisco from DC for a week in February to welcome some of our newest team members and attend the SF Ballet for Yuan Yuan Tan’s final performance. Back home in Virginia, Ryan is looking forward to spring and the greener, warmer weather it brings along with the start of several sports seasons. Ryan will be cheering on his Atlanta Braves in MLB, Atlanta United in MLS, and Bay FC in the women’s pro soccer league, NWSL this season. Ryan is also deepening his relationships with his Clients in Virginia and our team at Dimensional Fund Advisors as he leans into his “apprenticeship” of the Yeske Buie investment approach with Yusuf.