AeroLeads people directory · profile
Ryan Oldroyd, Cfp®, Cpa/Pfs Email & Phone Number
Financial Planner and Advisor
at
First Pacific Financial
1 work email found
@fp-financial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner and Advisor
Location
Vancouver, Washington, United States
Who is Ryan Oldroyd, Cfp®, Cpa/Pfs? Overview
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Quick answer
Ryan Oldroyd, Cfp®, Cpa/Pfs is listed as Financial Planner and Advisor at First Pacific Financial, based in Vancouver, Washington, United States. AeroLeads shows a work email signal at fp-financial.com and a matched LinkedIn profile for Ryan Oldroyd, Cfp®, Cpa/Pfs.
Ryan Oldroyd, Cfp®, Cpa/Pfs previously worked as Associate Financial Planner at Wealthvalues, Llc (Formerly Kk Wealth Advisors, Llc) and Paraplanner at Kk Wealth Advisors, Llc. Ryan Oldroyd, Cfp®, Cpa/Pfs holds Marriott School Of Management, Masters Of Accountancy, Bs Accounting from Brigham Young University.
Company email context
Email format at First Pacific Financial
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{first}@fp-financial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ryan Oldroyd, Cfp®, Cpa/Pfs. Compare company email patterns before reaching out.
Profile bio
About Ryan Oldroyd, Cfp®, Cpa/Pfs
I love helping others organize and simplify their financial lives. I also look for opportunities to optimize savings and reduce taxes, all with the purpose of enjoying life.Located in Vancouver, WA, but can work virtually with anyone in the US.Advisory services offered through First Pacific Financial, Inc.
Listed skills include Sarbanes Oxley Act, Finance, Revenue Recognition, Us Gaap, and 22 others.
Current workplace
Ryan Oldroyd, Cfp®, Cpa/Pfs's current company
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8 roles
Ryan Oldroyd, Cfp®, Cpa/Pfs work experience
A career timeline built from the work history available for this profile.
Financial Planner And Advisor
Current
Aug 2018 - Present
Associate Financial Planner
Wealthvalues, Llc (Formerly Kk Wealth Advisors, Llc)
Oct 2015 - Jul 2018
Paraplanner
Kk Wealth Advisors, Llc
Financial planning and investment management services including- Personal financial plan preparation- Portfolio management and investment research- Retirement planning and analysis- Cash flow planning- Equity compensation review- Tax planning and tax loss harvesting- College funding review- Risk management review- Estate planning
Jul 2014 - Sep 2015
Revenue Accounting Manager
- Advise sales, marketing, operations, and legal of the revenue recognition implications of proposed business arrangements and draft agreements with licensees and customers.- Manage licensing revenue accounting operations and team.- Research and document revenue recognition accounting issues.- Provide revenue recognition training to Finance, Sales and.
Jan 2012 - Jul 2014
Senior Revenue Accountant
- Researched revenue accounting topics to ensure proper accounting in accordance with US GAAP.- Established and reviewed VSOE policy and analysis.- Prepared weekly licensing revenue forecast.- Documented revenue recognition policy.- Reviewed royalty reporting forms and calculations to ensure consistency with pricing agreements.- Set up system calculations.
Sep 2008 - Dec 2011
Supervising Senior Associate
Public Accounting - Supervising Senior Associate in the Audit Practice- In-charge senior over integrated audits of financial statements and Section 404 of the Sarbanes-Oxley Act of 2002 for SEC clients including Symantec Corp., Tumbleweed Communications Corp., Corsair Memory, Inc., and Postini, Inc. (subsequently acquired by Google).- Planned audit and.
Jul 2006 - Sep 2008
Audit Associate
Public Accounting - Audit Associate performing financial statement audits for clients including Keynote Systems, Tumbleweed Communications Corp., Wyse Technology, Niku Corp. (subsequently acquired by CA), Solectron Corp., and Symantec Corp.- Gathered client data and audit evidence, performed reviews of internal controls, and evaluated audit evidence for.
Sep 2004 - Jul 2006
1 education record
Ryan Oldroyd, Cfp®, Cpa/Pfs education
-
Brigham Young University
FAQ
Frequently asked questions about Ryan Oldroyd, Cfp®, Cpa/Pfs
Quick answers generated from the profile data available on this page.
What company does Ryan Oldroyd, Cfp®, Cpa/Pfs work for?
Ryan Oldroyd, Cfp®, Cpa/Pfs works for First Pacific Financial.
What is Ryan Oldroyd, Cfp®, Cpa/Pfs's role at First Pacific Financial?
Ryan Oldroyd, Cfp®, Cpa/Pfs is listed as Financial Planner and Advisor at First Pacific Financial.
What is Ryan Oldroyd, Cfp®, Cpa/Pfs's email address?
AeroLeads has found 1 work email signal at @fp-financial.com for Ryan Oldroyd, Cfp®, Cpa/Pfs at First Pacific Financial.
Where is Ryan Oldroyd, Cfp®, Cpa/Pfs based?
Ryan Oldroyd, Cfp®, Cpa/Pfs is based in Vancouver, Washington, United States while working with First Pacific Financial.
What companies has Ryan Oldroyd, Cfp®, Cpa/Pfs worked for?
Ryan Oldroyd, Cfp®, Cpa/Pfs has worked for First Pacific Financial, Wealthvalues, Llc (Formerly Kk Wealth Advisors, Llc), Kk Wealth Advisors, Llc, Dolby Laboratories, and Kpmg.
How can I contact Ryan Oldroyd, Cfp®, Cpa/Pfs?
You can use AeroLeads to view verified contact signals for Ryan Oldroyd, Cfp®, Cpa/Pfs at First Pacific Financial, including work email, phone, and LinkedIn data when available.
What schools did Ryan Oldroyd, Cfp®, Cpa/Pfs attend?
Ryan Oldroyd, Cfp®, Cpa/Pfs holds Marriott School Of Management, Masters Of Accountancy, Bs Accounting from Brigham Young University.
What skills is Ryan Oldroyd, Cfp®, Cpa/Pfs known for?
Ryan Oldroyd, Cfp®, Cpa/Pfs is listed with skills including Sarbanes Oxley Act, Finance, Revenue Recognition, Us Gaap, Auditing, Financial Accounting, Financial Statements, and Tax.
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