Partner, Wealth Manager
Ryan Berkeley fills both management and planning roles within the firm. He is a partner of S.E.E.D. Planning Group, LLC and the firm’s Chief Financial Officer. Ryan is also a member of the firm’s Financial Planning team where he provides coordinated and strategic financial planning and investment fiduciary services to families and small businesses. Ryan presents the benefits of financial planning to professional, employee, and small business groups throughout the region.Ryan holds the… Show more Ryan Berkeley fills both management and planning roles within the firm. He is a partner of S.E.E.D. Planning Group, LLC and the firm’s Chief Financial Officer. Ryan is also a member of the firm’s Financial Planning team where he provides coordinated and strategic financial planning and investment fiduciary services to families and small businesses. Ryan presents the benefits of financial planning to professional, employee, and small business groups throughout the region.Ryan holds the Accredited Portfolio Management AdvisorSM, APMA® designation through the College for Financial Planning, designed to educate advisors on the finer points of portfolio creation, augmentation, and maintenance. Topics covered include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios, as well as analyzing investment policy statements, building portfolios, and making asset allocation decisions, to include determining sell, hold, and buy decisions within a client’s portfolio.Additionally, Ryan holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.Outside of the office and in the community, Ryan is an active member of the Hillcrest Rotary where he currently serves on the Board. Ryan has graduated from the Rotary Leadership Institute training and received “Rotarian of the Month” recognition from Rotary District 7170. He has also received the Hillcrest Rotary’s “Rotarian of the Year” award. Additionally, he serves as a member of the Town of Colesville Planning Board. He lives in Colesville with his wife and two children. Show less
