Ryan Langan, Cfp® Email and Phone Number
Hi! I’m Ryan Langan, a CERTIFIED FINANCIAL PLANNER™, and the Founder of Your Path Fi, a fee-only financial planning and investment management firm.I help pre-retirees and retirees gain financial clarity, use their money to live impactful lives, and create their unique path through retirement.We are proud to be different from your typical financial advisor.✅ Retirement Planning Focus: We don’t take a generalist approach. Retirement planning is our specialty as we focus on helping you reach retirement and make the most of your retirement.✅ Tax Planning: Many advisors avoid tax planning. We understand the importance of tax planning as part of your overall plan, and we use our extensive tax background to incorporate tax efficiency and minimization into your plan. We also handle the preparation of your income tax returns.✅ Transparent Fees: We love transparency, and you deserve to know what you are paying your advisor. We are proud to be fee-only, meaning we do not sell products or receive commissions. Our sole source of revenue is from the planning advice we provide you. We charge a flat annual planning fee that is not a percentage of your investment assets.✅ Independent: We are not associated with any bank, brokerage, or insurance company. This allows us to offer true holistic financial advice without following a corporate agenda that restricts us or pressures us to provide advice only in certain areas.✅ Proactive & Deep Relationships: You are not just an account number or investment portfolio balance. We believe true retirement planning starts with defining and understating your purpose, and we are genuinely interested in helping you define your purpose. We intend to serve a limited number of individuals/couples, allowing us to deliver a highly personal and proactive planning relationship.✅ Virtual: We are located in the suburbs of Philadelphia, Pennsylvania, but we can work virtually with anyone in the U.S.
Your Path Fi
View- Website:
- yourpathfi.com
- Employees:
- 1
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Founder And Financial PlannerYour Path FiWest Chester, Pa, Us -
Founder & Financial PlannerYour Path Fi Jun 2023 - PresentGreater PhiladelphiaTax-efficient retirement planning and investment management for a flat annual fee. -
Financial PlannerOrigin Jun 2022 - Aug 2023 -
Planning ConsultantFidelity Investments Jan 2021 - Jun 2022King Of Prussia, Pennsylvania, United States -
Financial RepresentativeFidelity Investments Nov 2020 - Jan 2021King Of Prussia, Pennsylvania, United States -
Financial PlannerRadnor Financial Advisors, Llc Jan 2020 - Nov 2020
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Associate Financial PlannerRadnor Financial Advisors, Llc Jan 2018 - Jan 2020
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Financial AnalystMycio Wealth Partners Feb 2017 - Sep 2017Philadelphia, Pennsylvania
Ryan Langan, Cfp® Education Details
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Business And Public Affairs
Frequently Asked Questions about Ryan Langan, Cfp®
What company does Ryan Langan, Cfp® work for?
Ryan Langan, Cfp® works for Your Path Fi
What is Ryan Langan, Cfp®'s role at the current company?
Ryan Langan, Cfp®'s current role is Founder and Financial Planner.
What schools did Ryan Langan, Cfp® attend?
Ryan Langan, Cfp® attended West Chester University Of Pennsylvania.
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