Ryan Brizendine

Ryan Brizendine Email and Phone Number

Managing Director at Westshore Wealth @ Westshore Wealth
california, united states
Ryan Brizendine's Location
Newport Beach, California, United States, United States
About Ryan Brizendine

I am a Managing Director at Westshore Wealth and a CERTIFIED FINANCIAL PLANNER™. In addition to investment management, I provide comprehensive financial planning oversight for clients who wish to delegate the management of their wealth in order to pursue the things they enjoy. I help our clients in all aspects of their financial lives including cash flow planning, multi-jurisdictional tax planning, real estate transactions, estate planning, risk management, financial independence, and analysis of business opportunities. 
In 2016, I co-founded Westshore, an independent financial planning and Registered Investment Advisory firm. Prior to joining Westshore, I spent most of my professional career as an Investment Representative at large, global financial firms.Specialties: Investment Management, Portfolio Analysis, Asset Allocation, Alternative Investments, Concentrated Stock Solutions, Option and Derivative Strategies, Financial Planning, Family Office Services

Ryan Brizendine's Current Company Details
Westshore Wealth

Westshore Wealth

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Managing Director at Westshore Wealth
california, united states
Website:
westshorewealth.com
Employees:
9
Ryan Brizendine Work Experience Details
  • Westshore Wealth
    Managing Director
    Westshore Wealth Jul 2016 - Present
    Newport Beach, Ca
    Westshore Wealth is a fee-only Registered Investment Advisory firm with an independent approach. We bring big-firm experience and expertise to select group of clients in a boutique, multi-family-office setting.
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  • Rgt Wealth Advisors
    Director
    Rgt Wealth Advisors Jul 2013 - Jun 2016
    Irvine, Ca
    RGT Wealth Advisors is a Registered Investment Advisory firm located in Dallas, TX.
  • Barclays
    Investment Representative
    Barclays Nov 2008 - Jul 2013
    The Wealth and Investment Management division of Barclays provides investment advice and wealth management services to high net worth individuals, businesses, families, trusts, foundations and endowments.
    View
  • Bernstein Global Wealth Management
    Private Client Associate
    Bernstein Global Wealth Management Jun 2007 - Nov 2008
    Bernstein Global Wealth Management helps its private clients build and preserve their wealth with investment research, financial planning, and wealth management services.
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  • Strada Capital
    Account Executive
    Strada Capital Jan 2005 - Jun 2007
    Strada Capital Corporation provides advice and access to capital to small and middle-market companies throughout the US.

Ryan Brizendine Education Details

Frequently Asked Questions about Ryan Brizendine

What company does Ryan Brizendine work for?

Ryan Brizendine works for Westshore Wealth

What is Ryan Brizendine's role at the current company?

Ryan Brizendine's current role is Managing Director at Westshore Wealth.

What schools did Ryan Brizendine attend?

Ryan Brizendine attended University Of Southern California - Marshall School Of Business, University Of San Diego.

Who are Ryan Brizendine's colleagues?

Ryan Brizendine's colleagues are Lauren Loveless, Amisha Chaudhary, Ma, Billy Feather, Ryan Ornellas, Trevor Bryant, Cfa, Cfp®, Lance Jamerson, Cfp®.

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