Ryan Kosakura, Cfp®, Cfa

Ryan Kosakura, Cfp®, Cfa Email and Phone Number

Wealth Advisor and Director of Research @ Elevation Wealth Partners, LLC
Walnut Creek, CA, US
Ryan Kosakura, Cfp®, Cfa's Location
Walnut Creek, California, United States, United States
Ryan Kosakura, Cfp®, Cfa's Contact Details

Ryan Kosakura, Cfp®, Cfa personal email

n/a

Ryan Kosakura, Cfp®, Cfa phone numbers

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.

Ryan Kosakura, Cfp®, Cfa's Current Company Details
Elevation Wealth Partners, LLC

Elevation Wealth Partners, Llc

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Wealth Advisor and Director of Research
Walnut Creek, CA, US
Website:
zrcwm.com
Employees:
12
Ryan Kosakura, Cfp®, Cfa Work Experience Details
  • Elevation Wealth Partners, Llc
    Wealth Advisor And Director Of Research
    Elevation Wealth Partners, Llc
    Walnut Creek, Ca, Us
    View
  • Elevation Wealth Partners, Llc
    Wealth Advisor / Director Of Research
    Elevation Wealth Partners, Llc Jun 2014 - Present
    200 Pringle Avenue, Suite 400, Walnut Creek Ca 94596
    www.elevationwp.com
    View
  • Hudson Insurance Group
    Vice President
    Hudson Insurance Group Nov 2008 - Jun 2014
    San Francisco Bay Area
    View
  • Carpenter Moore / Nasdaq Insurance Agency
    Managing Director
    Carpenter Moore / Nasdaq Insurance Agency Apr 2003 - Oct 2008
    Focus on public company executive liability (e.g. D&O, EPL, Fiduciary) insurance programs.
    View
  • @Road
    Product Manager
    @Road Mar 2001 - Apr 2003
    Managed new product releases.
    View
  • Airtouch Cellular
    Relationship Manager
    Airtouch Cellular 1995 - 1999
  • Deloitte
    Senior Auditor
    Deloitte 1992 - 1995
    Greater Los Angeles Area

Ryan Kosakura, Cfp®, Cfa Skills

D&o Insurance Liability Employment Practices Liability Underwriting Professional Liability Commercial Insurance Fiduciary Brokers Property And Casualty Insurance Excess Reinsurance Commercial Lines Casualty Insurance Legal Liability Umbrella Insurance Casualty

Ryan Kosakura, Cfp®, Cfa Education Details

Frequently Asked Questions about Ryan Kosakura, Cfp®, Cfa

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 the current company?

Ryan Kosakura, Cfp®, Cfa's current role is Wealth Advisor and Director of Research.

What is Ryan Kosakura, Cfp®, Cfa's email address?

Ryan Kosakura, Cfp®, Cfa's email address is rk****@****oup.com

What is Ryan Kosakura, Cfp®, Cfa's direct phone number?

Ryan Kosakura, Cfp®, Cfa's direct phone number is +192564*****

What schools did Ryan Kosakura, Cfp®, Cfa attend?

Ryan Kosakura, Cfp®, Cfa attended University Of California, Irvine - The Paul Merage School Of Business, Uc Santa Barbara, La Trobe University.

What skills is Ryan Kosakura, Cfp®, Cfa known for?

Ryan Kosakura, Cfp®, Cfa has skills like D&o, Insurance, Liability, Employment Practices Liability, Underwriting, Professional Liability, Commercial Insurance, Fiduciary, Brokers, Property And Casualty Insurance, Excess, Reinsurance.

Who are Ryan Kosakura, Cfp®, Cfa's colleagues?

Ryan Kosakura, Cfp®, Cfa's colleagues are Steve Block.

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