Ryan Lambert Email & Phone Number

Ryan helps lead a high-performing team, delivering personalized, strategic retirement plan advisory services to Fiduciary Advisors' clients. His deep expertise in analytics and research allows him to thoroughly assess client assets, evaluate plan and participant data, and conduct comprehensive fund analyses with a data-driven focus. Ryan ensures transparency in provider fees and revenue sharing while meticulously assessing plan design metrics. Working closely with the Fiduciary Advisors team, he manages client relationships and offers tailored insights through benchmarking comparisons, empowering clients to make informed, strategic decisions. His proactive approach drives the success and long-term growth of the organizations and participants he serves.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fiduciary Advisors, LLC is not affiliated with Kestra IS or Kestra AS.Principal Office:Fiduciary Advisors, LLC | 895 Dove Street, Suite 300, Newport Beach, CA 92660 | (949) 851-6498

Listed skills include Problem Solving, Process Improvement, Marketing, Microsoft Excel, and 24 others.