Ryan Cummings, Cfp®️, Mba Email and Phone Number

Private Financial Design, LLC, is a holistic firm whose advisors offer financial planning designed to meet the custom needs of clients in the Western MA area. As a financial advisor and a Certified Financial Planner™ (CFP®), I have been working with individuals and families since April 2023, helping them navigate their financial challenges and opportunities with confidence and clarity.I have over ten years of experience in the financial services industry, having worked as an associate at Goldman Sachs Ayco Personal Financial Management before joining Private Financial Design, LLC. During my tenure at Goldman Sachs, I gained valuable knowledge and skills in asset management, employee benefits, and equity compensation. I leverage these competencies to provide top-tier financial planning for my clients, focusing on retirement and insurance planning, as well as financial literacy and education. My mission is to help my clients make the most of their benefits and resources and achieve their financial goals.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Private Financial Design, LLC. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.