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. Prior to joining YeskeBuie, Ryan began his career as a Financial Planning Intern for 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.
Upon graduating from the University of Georgia, Ryan joined the YeskeBuie team as a Financial Planning Resident in our San Francisco office in June 2019. Ryan passed the third part of the Special Enrollment Examination eight months later, in February 2020, and became an Enrolled Agent in April 2020. He passed the CFP® Exam in July 2021, earned the CFP® Certification in September 2021, and was promoted to the role of Financial Planner in February 2022.
With the goal of moving closer to his family on the East Coast, and with full support of the firm, Ryan relocated to our office in Vienna, Virginia, in August 2023. 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: Tax planning reviews continue for all of our Clients, as well as squeezing in last-minute meetings before the holidays. Ryan has also gotten involved in a few volunteer opportunities locally. He is starting his Tax Aide training with AARP and will help individuals in Northern Virginia file their tax returns on weekends in the spring. Ryan also completed a volunteer project with Tzedek DC, a nonprofit legal and financial counseling organization, for which Ryan researched brokerage firms and banks in DC that will work with individuals without a Social Security Number.
Outside of the office, Ryan recently enjoyed a trip to Atlanta, where he got to meet his mom’s new dog Poppy and spend a Saturday at the Georgia Renaissance Festival. Ryan also spent a weekend in Las Vegas – his first time ever visiting – and he’s already looking forward to going back. Lastly, the holidays will be full as well, with two Thanksgivings and three Christmases split between his and his girlfriend’s families.