AeroLeads people directory · profile
Ryan Kosakura, Cfp®, Cfa Email & Phone Number
Wealth Advisor and Director of Research
at
Elevation Wealth Partners, LLC
1 work email found
@zrcwm.com
3 phones found area 925 and 707
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor and Director of Research
Location
Walnut Creek, California, United States
Company size
Who is Ryan Kosakura, Cfp®, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ryan Kosakura, Cfp®, Cfa is listed as Wealth Advisor and Director of Research at Elevation Wealth Partners, LLC, a with 12 employees, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at zrcwm.com, phone signal with area code 925, 707, and a matched LinkedIn profile for Ryan Kosakura, Cfp®, Cfa.
Ryan Kosakura, Cfp®, Cfa previously worked as Wealth Advisor / Director of Research at Elevation Wealth Partners, Llc and Vice President at Hudson Insurance Group. Ryan Kosakura, Cfp®, Cfa holds Mba, Marketing/Information Technology from University Of California, Irvine - The Paul Merage School Of Business.
Company email context
Email format at Elevation Wealth Partners, LLC
This section adds company-level context without repeating Ryan Kosakura, Cfp®, Cfa's masked contact details.
{first}@zrcwm.com
89% confidence
AeroLeads found 1 current-domain work email signal for Ryan Kosakura, Cfp®, Cfa. Compare company email patterns before reaching out.
Profile bio
About Ryan Kosakura, Cfp®, Cfa
I serve people committed to taking control of their financial lives and achieving a "work optional" lifestyle. My wife and I created a plan to reach Financial Freedom by Fifty (FFF) and have been able to walk away from our corporate jobs to pursue our encore careers in financial/life planning and non-profit work. If you are interested in learning more, please contact me via LinkedIn or ryan@elevationwp.com.Elevation Wealth Partners is a Northern California based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. We specialize in Multi-Generational Wealth, Attorneys, Tech and Privately Held Companies, and investors with significant Real Estate holdings. As an independent and privately held firm – we help individuals and families grow, manage, and protect their wealth. As a Fiduciary – we place the interests of clients above all else.
Listed skills include D&O, Insurance, Liability, Employment Practices Liability, and 13 others.
Current workplace
Ryan Kosakura, Cfp®, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Elevation Wealth Partners, Llc
7 roles · 35 years
Ryan Kosakura, Cfp®, Cfa work experience
A career timeline built from the work history available for this profile.
Jun 2014 - Present
Vice President
Nov 2008 - Jun 2014
Managing Director
Focus on public company executive liability (e.g. D&O, EPL, Fiduciary) insurance programs.
Apr 2003 - Oct 2008
Mar 2001 - Apr 2003
Relationship Manager
Airtouch Cellular
1995 - 1999
~4 yrs
Senior Auditor
Deloitte
1992 - 1995
~3 yrs
3 education records
Ryan Kosakura, Cfp®, Cfa education
Mba, Marketing/Information Technology
Ba, Business Economics
International Business
FAQ
Frequently asked questions about Ryan Kosakura, Cfp®, Cfa
Quick answers generated from the profile data available on this page.
What company does Ryan Kosakura, Cfp®, Cfa work for?
Ryan Kosakura, Cfp®, Cfa works for Elevation Wealth Partners, LLC.
What is Ryan Kosakura, Cfp®, Cfa's role at Elevation Wealth Partners, LLC?
Ryan Kosakura, Cfp®, Cfa is listed as Wealth Advisor and Director of Research at Elevation Wealth Partners, LLC.
What is Ryan Kosakura, Cfp®, Cfa's email address?
AeroLeads has found 1 work email signal at @zrcwm.com for Ryan Kosakura, Cfp®, Cfa at Elevation Wealth Partners, LLC.
What is Ryan Kosakura, Cfp®, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 925, 707 for Ryan Kosakura, Cfp®, Cfa at Elevation Wealth Partners, LLC.
Where is Ryan Kosakura, Cfp®, Cfa based?
Ryan Kosakura, Cfp®, Cfa is based in Walnut Creek, California, United States while working with Elevation Wealth Partners, LLC.
What companies has Ryan Kosakura, Cfp®, Cfa worked for?
Ryan Kosakura, Cfp®, Cfa has worked for Elevation Wealth Partners, Llc, Hudson Insurance Group, Carpenter Moore / Nasdaq Insurance Agency, @Road, and Airtouch Cellular.
Who are Ryan Kosakura, Cfp®, Cfa's colleagues at Elevation Wealth Partners, LLC?
Ryan Kosakura, Cfp®, Cfa's colleagues at Elevation Wealth Partners, LLC include Steve Block.
How can I contact Ryan Kosakura, Cfp®, Cfa?
You can use AeroLeads to view verified contact signals for Ryan Kosakura, Cfp®, Cfa at Elevation Wealth Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Ryan Kosakura, Cfp®, Cfa attend?
Ryan Kosakura, Cfp®, Cfa holds Mba, Marketing/Information Technology from University Of California, Irvine - The Paul Merage School Of Business.
What skills is Ryan Kosakura, Cfp®, Cfa known for?
Ryan Kosakura, Cfp®, Cfa is listed with skills including D&O, Insurance, Liability, Employment Practices Liability, Underwriting, Professional Liability, Commercial Insurance, and Fiduciary.
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