Ryan Vidal, Cfp®
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Ryan Vidal, Cfp® Email & Phone Number

Financial Consultant at ADVOCACY WEALTH MANAGEMENT, LLC
Location: Atlanta, Georgia, United States 5 work roles 2 schools
1 work email found @advocacywealth.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@advocacywealth.com
LinkedIn Profile matched
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Role
Financial Consultant
Location
Atlanta, Georgia, United States
Company size

Who is Ryan Vidal, Cfp®? Overview

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Quick answer

Ryan Vidal, Cfp® is listed as Financial Consultant at ADVOCACY WEALTH MANAGEMENT, LLC, a with 11 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at advocacywealth.com and a matched LinkedIn profile for Ryan Vidal, Cfp®.

Ryan Vidal, Cfp® previously worked as Sr. Client Associate at Advocacy Wealth Management, Llc and Client Associate at Advocacy Wealth Management, Llc. Ryan Vidal, Cfp® holds Certificate In Financial Planning Program from University Of Georgia - Terry College Of Business.

Company email context

Email format at ADVOCACY WEALTH MANAGEMENT, LLC

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*@advocacywealth.com
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AeroLeads found 1 current-domain work email signal for Ryan Vidal, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Ryan Vidal, Cfp®

Ryan Vidal, Cfp® is a Financial Consultant at ADVOCACY WEALTH MANAGEMENT, LLC.

Current workplace

Ryan Vidal, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

ADVOCACY WEALTH MANAGEMENT, LLC
Advocacy Wealth Management, Llc
Financial Consultant
atlanta, georgia, united states
Employees
11
AeroLeads page
5 roles

Ryan Vidal, Cfp® work experience

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

Financial Consultant

Current

Atlanta, Georgia, United States

Managing 100 client relationships majority which are high-net-worth individuals.

Oct 2022 - Present

Sr. Client Associate

Supported 2 financial advisors with their client relationships. Managed 60 of the firm's client relationships as the lead advisor.

Jan 2022 - Sep 2022

Client Associate

Atlanta, Georgia, United States

Supported 3 of the firm's financial advisors with their client relationships. Helped manage the client operations for over 300 client accounts.

Sep 2020 - Dec 2021

Licensed Real Estate Broker

Punta Pacifica Realty
Jun 2014 - Apr 2018
Team & coworkers

Colleagues at ADVOCACY WEALTH MANAGEMENT, LLC

Other employees you can reach at advocacywealth.com. View company contacts for 11 employees →

2 education records

Ryan Vidal, Cfp® education

Bachelor'S Degree, Economics

University Of Kentucky
FAQ

Frequently asked questions about Ryan Vidal, Cfp®

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

What company does Ryan Vidal, Cfp® work for?

Ryan Vidal, Cfp® works for ADVOCACY WEALTH MANAGEMENT, LLC.

What is Ryan Vidal, Cfp®'s role at ADVOCACY WEALTH MANAGEMENT, LLC?

Ryan Vidal, Cfp® is listed as Financial Consultant at ADVOCACY WEALTH MANAGEMENT, LLC.

What is Ryan Vidal, Cfp®'s email address?

AeroLeads has found 1 work email signal at @advocacywealth.com for Ryan Vidal, Cfp® at ADVOCACY WEALTH MANAGEMENT, LLC.

Where is Ryan Vidal, Cfp® based?

Ryan Vidal, Cfp® is based in Atlanta, Georgia, United States while working with ADVOCACY WEALTH MANAGEMENT, LLC.

What companies has Ryan Vidal, Cfp® worked for?

Ryan Vidal, Cfp® has worked for Advocacy Wealth Management, Llc, Merrill Lynch Wealth Management, and Punta Pacifica Realty.

Who are Ryan Vidal, Cfp®'s colleagues at ADVOCACY WEALTH MANAGEMENT, LLC?

Ryan Vidal, Cfp®'s colleagues at ADVOCACY WEALTH MANAGEMENT, LLC include Melissa Rojas, Jodi Dhollosy, Jaaziel Palacios, Ea, Nicolas Dykstra, and Aaliyah Fitzgerald.

How can I contact Ryan Vidal, Cfp®?

You can use AeroLeads to view verified contact signals for Ryan Vidal, Cfp® at ADVOCACY WEALTH MANAGEMENT, LLC, including work email, phone, and LinkedIn data when available.

What schools did Ryan Vidal, Cfp® attend?

Ryan Vidal, Cfp® holds Certificate In Financial Planning Program from University Of Georgia - Terry College Of Business.

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