Ryan Mcguire, Cfp®, Chsnc®, Cpwa®

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® Email and Phone Number

Advisor to Families with Special Needs | Oak Wealth Advisors @ Oak Wealth Advisors, LLC
Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s Location
Madison, Wisconsin, United States, United States
Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s Contact Details

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® work email

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® personal email

n/a

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® phone numbers

About Ryan Mcguire, Cfp®, Chsnc®, Cpwa®

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my financial planning classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business.In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I also served on the Board of Directors of Wispact, Inc., an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin.At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.

Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s Current Company Details
Oak Wealth Advisors, LLC

Oak Wealth Advisors, Llc

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Advisor to Families with Special Needs | Oak Wealth Advisors
Ryan Mcguire, Cfp®, Chsnc®, Cpwa® Work Experience Details
  • Oak Wealth Advisors, Llc
    Senior Consultant, Director Of Innovation
    Oak Wealth Advisors, Llc Mar 2021 - Present
    Madison, Wisconsin, United States
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  • Wipfli Financial Advisors
    Senior Financial Advisor
    Wipfli Financial Advisors Apr 2020 - Mar 2021
    Madison, Wisconsin
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  • Wipfli Financial Advisors
    Financial Advisor
    Wipfli Financial Advisors Aug 2015 - Apr 2020
    Madison, Wisconsin
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  • Wipfli Financial Advisors
    Associate
    Wipfli Financial Advisors May 2014 - Aug 2015
    Madison, Wisconsin
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  • University Of Wisconsin-Madison
    Adjunct Associate Lecturer
    University Of Wisconsin-Madison Dec 2015 - Jun 2018
    Madison, Wisconsin
    Courses taught: Consumer Science 675, Financial Plan Development, a CFP® Board Registered Capstone course; Consumer Science 321, Financial Life Skills for Life After Graduation
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  • University Of Wisconsin Athletic Department
    Academic Mentor
    University Of Wisconsin Athletic Department Jun 2013 - Dec 2015
    Madison, Wisconsin Area
    Teaching individual and group academic mentoring sessions to Badger athletes. Courses: Economics 101 (Micro), 102 (Macro); Consumer Science 275 (Finance), 477 (Consumer Behavior), 627 (Investments); Risk Management & Insurance 300.
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Ryan Mcguire, Cfp®, Chsnc®, Cpwa® Skills

Estate Planning E Commerce Academic Institutions Planning Income Tax Obtain Economics Perspective C Insurance Retail Economical Realization Optimistic Financial Planning History Teaching Accountability Networking Autism Customer Satisfaction Motivational Speaking Shape Inspiration Charismatic Finance Solutions Money Guide Pro Retirement Plan Consulting Asset Allocation Investment Advisory Software Lessons Honor Strategy Wealth Management Financial Services High Value Morningstar Morningstar Office Financial Accounting Microsoft Office Securities And Exchange Commission Families Microsoft Excel Respite Customer Service Developmental Tamarac Portfolio Management Holistic Financial Planning Microsoft Crm Personal Financial Planning Long Term Care Insurance Tax Accounting Social Security Analysis Personal Finance Marketing Communications System Monitoring Security Services Evaluation Retail Sales Analysis Responsibility

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® Education Details

Frequently Asked Questions about Ryan Mcguire, Cfp®, Chsnc®, Cpwa®

What company does Ryan Mcguire, Cfp®, Chsnc®, Cpwa® work for?

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® works for Oak Wealth Advisors, Llc

What is Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s role at the current company?

Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s current role is Advisor to Families with Special Needs | Oak Wealth Advisors.

What is Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s email address?

Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s email address is rm****@****isc.edu

What is Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s direct phone number?

Ryan Mcguire, Cfp®, Chsnc®, Cpwa®'s direct phone number is +160857*****

What schools did Ryan Mcguire, Cfp®, Chsnc®, Cpwa® attend?

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® attended University Of Wisconsin-Madison, University Of Chicago Booth School Of Business Executive Education.

What skills is Ryan Mcguire, Cfp®, Chsnc®, Cpwa® known for?

Ryan Mcguire, Cfp®, Chsnc®, Cpwa® has skills like Estate Planning, E Commerce, Academic Institutions, Planning, Income Tax, Obtain, Economics, Perspective, C, Insurance, Retail, Economical.

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