Ryan Penniman, Cpa Email & Phone Number

Principal, financial advisor, working in the Phoenix, Arizona, CAPTRUST office. Joined the CAPTRUST team in 2020. Primary focus is on developing financial planning strategies, including cash flow planning, estate planning, tax planning, risk management, and other disciplines that make up holistic wealth management.Prior to joining the firm, I was a partner with MRA Associates. Also served as a client associate, senior client associate, and client advisor at MRA Associates. In these roles, I gained valuable knowledge in business succession planning, investment analysis, and identifying synergies among client entities for estate and income tax savings. Earned a Master of Taxation degree from Arizona State University. Also hold Bachelor of Science degrees in both finance and accountancy from the W.P. Carey School of Business at Arizona State University, where I graduated cum laude. Certified Public Accountant in Arizona.I enjoy spending time with my wife, family and friends, traveling, and exploring the world.

Listed skills include Auditing, Shareholder Value, Phoenix, Cash Management, and 55 others.