Ryan Hamilton, Cfa
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Ryan Hamilton, Cfa Email & Phone Number

Senior Plan Advisor at Wealthspire
Location: Orange County, California, United States 11 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Plan Advisor
Location
Orange County, California, United States
Company size

Who is Ryan Hamilton, Cfa? Overview

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Quick answer

Ryan Hamilton, Cfa is listed as Senior Plan Advisor at Wealthspire, a company with 418 employees, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Ryan Hamilton, Cfa.

Ryan Hamilton, Cfa previously worked as Retirement Plan Advisor at Nfp and Senior Investment Analyst at Nfp. Ryan Hamilton, Cfa holds Bachelor'S Degree, Major: Psychology Minor: Anthropology from Ucla.

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Wealthspire

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Profile bio

About Ryan Hamilton, Cfa

Ryan Hamilton, Cfa is a Senior Plan Advisor at Wealthspire.

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Ryan Hamilton, Cfa's current company

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Wealthspire
Wealthspire
Senior Plan Advisor
California, United States
Website
Employees
418
AeroLeads page
11 roles

Ryan Hamilton, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Plan Advisor

California, United States

Retirement Plan Advisor

Current
Nfp

New York, New York, US

Helping plan sponsors manage retirement plans to drive strong participant outcomes, implement industry best practices, and protect fiduciaries.

Oct 2020 - Present

Senior Investment Analyst

Current
Nfp

New York, New York, US

Interview and evaluate investment teams and portfolio managers. Write and present market commentary and report on fund performance. Conduct presentations and markets reviews for clients and internal NFP staff, both in person and via webinars. Present at national and regional conferences, as well as industry webinars. Write articles on prevalent topics and.

Dec 2019 - Present

Investment Analyst

Nfp

New York, New York, US

Provide direct support for retirement advisors. Interview and evaluate investment teams and portfolio managers. Write and present market commentary and reports on current fund performance. Conduct presentations and markets reviews for clients and internal NFP staff, both in person and via webinars. Present at national and regional conferences as well as.

Mar 2018 - Dec 2019

Service Associate

Nfp

New York, New York, US

Pricing and investment analyst, responsible for provider benchmarking and request for proposals for corporate retirement plan providers. Work directly with plan sponsors, current providers and potential providers to create apple-to-apple comparisons and reports documenting all aspects of a retirement plan.

May 2016 - Feb 2018

Senior Investment Analyst

Aliso Viejo, CA, US

Work directly with financial advisor firms, covering over 80,000 retirement plans, serving more than 7 million plan participants, with $800 billion in assets under influence. Interview and evaluate investment teams. Write market commentary and report on fund performance. Present at national and regional conferences, as well as advisor and plan sponsor.

Dec 2019 - May 2023

Investment Analyst

Aliso Viejo, CA, US

Work directly with 400 financial advisor firms, covering 28,000 retirement plans, with $300 billion in assets under influence. Meet and evaluate investment teams and portfolio managers. Write market commentary and reports on current fund performance. Present at national and regional conferences. Write articles on prevalent topics and areas of interest for.

Mar 2018 - Dec 2019

Advisor Service Associate

Aliso Viejo, CA, US

Provide daily support for 425 financial advisor firms, covering 28,000 retirement plans, with $200 billion in assets under influence. Conduct and distribute investment analysis. Aid in fee benchmarking corporate retirement plans. Assist with plan design strategies, ERISA compliance, fiduciary education, and sales and marketing support. Present at national.

May 2016 - Feb 2018

Pension Administrator

Rancho Cordova, California, US

Administered Defined Contribution and Defined Benefit plans. Worked directly with plan sponsors, financial advisors, participants and vendors. Trained team members on industry and company practices. Assisted with client and participant inquiries, explaining regulations and compliance requirements. Reviewed and managed retirement plan documents and.

Oct 2014 - Apr 2016

Research Project Manager

Dieting, Stress And Health Lab

Training undergraduate research assistants, contacting and scheduling participants, scheduling research assistants, troubleshooting study protocols, conducting literature reviews, processing and analyzing data for three experimental laboratory manipulations, Preparing study materials, executing study protocols including components of deception, biological.

Mar 2013 - Jun 2014

Intern - Community Services Department

Placentia Police Department

I organized and arranged event details for Placentia branch of “National Night Out,” a nationwide campaign promoting cooperative interaction between police departments and community members. Contacted and organized 35 community vendors. I created and distributed publicity materials for “National Night Out” as well as other police campaigns. Monitored and.

Jul 2013 - Sep 2013
Team & coworkers

Colleagues at Wealthspire

Other employees you can reach at wealthspire.com. View company contacts for 418 employees →

3 education records

Ryan Hamilton, Cfa education

Bachelor'S Degree, Major: Psychology Minor: Anthropology

Ucla

Economics

Birkbeck, University Of London

Psychology

Mt. San Antonio College
FAQ

Frequently asked questions about Ryan Hamilton, Cfa

Quick answers generated from the profile data available on this page.

What company does Ryan Hamilton, Cfa work for?

Ryan Hamilton, Cfa works for Wealthspire.

What is Ryan Hamilton, Cfa's role at Wealthspire?

Ryan Hamilton, Cfa is listed as Senior Plan Advisor at Wealthspire.

Where is Ryan Hamilton, Cfa based?

Ryan Hamilton, Cfa is based in Orange County, California, United States while working with Wealthspire.

What companies has Ryan Hamilton, Cfa worked for?

Ryan Hamilton, Cfa has worked for Wealthspire, Nfp, Rpag, Nicholas Pension Consultants, and Dieting, Stress And Health Lab.

Who are Ryan Hamilton, Cfa's colleagues at Wealthspire?

Ryan Hamilton, Cfa's colleagues at Wealthspire include Allaire Langdon, Cfp®, Max Kortegast, Cfp®, Katarina Obermaier, Fpqp®, Jandy Rowe, and Pahola Jara.

How can I contact Ryan Hamilton, Cfa?

You can use AeroLeads to view verified contact signals for Ryan Hamilton, Cfa at Wealthspire, including work email, phone, and LinkedIn data when available.

What schools did Ryan Hamilton, Cfa attend?

Ryan Hamilton, Cfa holds Bachelor'S Degree, Major: Psychology Minor: Anthropology from Ucla.

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