RYAN KLEMM, CFP®

FINANCIAL PLANNER

Ryan Klemm, CFP® earned an honors B.S. in Finance, cum laude, in Virginia Tech’s CFP® Certification Education Track. Ryan was an active member of Virginia Tech’s FPA® student chapter, where his interest in the financial planning profession was fostered. He spent his final two collegiate summers in financial planning internships, first as a Wealth Management intern at Merrill Lynch in Washington, D.C. and then as a Financial Planning intern with Pegasus Financial in Chantilly, VA. He used both of these opportunities to deepen his understanding of the profession in preparation for his career.

Ryan is a member of the Financial Planning Association® and the NexGen Community in the San Francisco Region. He most recently served on the committee for FPA’s Far West Roundup conference. Before transferring to California, Ryan  served on the Career Day committee for FPA’s National Capital Area chapter as well as on the DC Region’s NexGen Retreat Day committee. Ryan is also a graduate of the 2017 FPA Residency Program.

Outside of the office Ryan enjoys exploring the seemingly endless knowledge that books and research can provide as well as the pleasures of an active lifestyle. In his additional free time, Ryan enjoys time spent with his family and friends.

Client Focus: Ryan approaches his work with Clients by viewing himself as a financial guide. He focuses on using exploitative questions to understand what matters to a Client and helps to create policies that allow them to achieve their goals.

Current Update: Ryan has enjoyed a couple of trips back to Virginia where he has spent time with the Yeske Buie team and his family. Most recently, Ryan flew out to attended the Yeske Buie Client Event where he thoroughly enjoyed catching up with our Clients. The next few months aren’t slowing down in regards to travel as Ryan is preparing for trips to Cancun, San Diego and Las Vegas.

Professionally, Ryan is enjoying his positions on various Financial Planning Association committees. He is also currently researching Graduate School programs in service of pursuing a Master’s Degree in Business Administration.