Ryan Wood, Cfp®, Chfc®

Ryan Wood, Cfp®, Chfc® Email and Phone Number

Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future @ Lemnis Capital
Ryan Wood, Cfp®, Chfc®'s Location
Dallas, Texas, United States, United States
Ryan Wood, Cfp®, Chfc®'s Contact Details

Ryan Wood, Cfp®, Chfc® work email

Ryan Wood, Cfp®, Chfc® personal email

n/a
About Ryan Wood, Cfp®, Chfc®

Ryan grew up in the DFW area, attending both Arlington ISD and Mansfield ISD. After graduation, he attended Trinity University in San Antonio, Texas. At Trinity, Ryan triple majored in Finance, Accounting and Economics all while playing collegiate soccer. Upon graduation, he decided to take a position as an Investment Advisor Representative with Equitable Advisors, LLC where he works with mid/small businesses, families, and individual investors to help meet their specialized financial goals. Ryan loves giving back to the community through mentor and volunteer opportunities at local public schools (career day, play day, mentor/mentee, etc.) which he dedicates approximately 5-10 hours a week on these civic projects. Ryan believes that anything that helps and/or promotes the youth and the surrounding area is vital to the positive growth of the community. As a fun fact, he is also very involved in the Triathlon community where he promotes local youth events and has even completed multiple full Ironman Triathlons.CA License #0H93379

Ryan Wood, Cfp®, Chfc®'s Current Company Details
Lemnis Capital

Lemnis Capital

View
Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future
Ryan Wood, Cfp®, Chfc® Work Experience Details
  • Lemnis Capital
    Founder And President
    Lemnis Capital Jan 2023 - Present
  • Equitable Advisors
    Senior Vice President
    Equitable Advisors Jan 2024 - Present
  • Equitable Advisors
    Regional Vice President
    Equitable Advisors Dec 2017 - Jan 2024
  • Axa Advisors, Llc
    Regional Vice President
    Axa Advisors, Llc Dec 2017 - Jan 2020
    New York, Ny, Us
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Jun 2011 - Jan 2020
    New York, Ny, Us
    As a Financial Professional and Investment Advisor Representative, Ryan Wood is determined to help small/mid businesses, families, and individuals achieve their financial goals through comprehensive wealth management strategies. This includes retirement planning, investment planning, financial planning, estate planning, college planning, succession planning, employer sponsored programs, and risk management.
  • Axa Advisors, Llc
    Intern
    Axa Advisors, Llc Mar 2010 - May 2011
    New York, Ny, Us

Ryan Wood, Cfp®, Chfc® Skills

Retirement Planning Estate Planning Strategic Financial Planning Client Education Financial Planners Financial Advisory Building A Financial Service Practice Business Strategies Business Succession Planning Education Planning Strategies Employee Benefits Employee Management Estate Conservation Strategies Estate Planning Strategies Executive Benefits Planning Executive Benefits Strategies Financial Planning Financial Strategies Insurance Planning Insurance Services Insurance Strategies Investment Planning Investment Services Investment Strategies Ira Distribution Planning Long Term Care Planning Strategies Pension Distribution Planning Retirement Planning Services Retirement Planning Strategies Retirement Specialist Risk Management Tax Deferred Investment Planning Tax Efficient Investing Strategies Wealth Accumulation Wealth Preservation Strategies Wealth Management Financial Services

Ryan Wood, Cfp®, Chfc® Education Details

  • Trinity University
    Trinity University
    Economics And Accounting

Frequently Asked Questions about Ryan Wood, Cfp®, Chfc®

What company does Ryan Wood, Cfp®, Chfc® work for?

Ryan Wood, Cfp®, Chfc® works for Lemnis Capital

What is Ryan Wood, Cfp®, Chfc®'s role at the current company?

Ryan Wood, Cfp®, Chfc®'s current role is Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future.

What is Ryan Wood, Cfp®, Chfc®'s email address?

Ryan Wood, Cfp®, Chfc®'s email address is ry****@****ble.com

What schools did Ryan Wood, Cfp®, Chfc® attend?

Ryan Wood, Cfp®, Chfc® attended Trinity University.

What are some of Ryan Wood, Cfp®, Chfc®'s interests?

Ryan Wood, Cfp®, Chfc® has interest in Soccer, Clay Shooting, Equestrian/polo, Sailing, Wine Tasting, Finished Multiple Ironmans, Tennis, Golf, Hunting, Classic Cars.

What skills is Ryan Wood, Cfp®, Chfc® known for?

Ryan Wood, Cfp®, Chfc® has skills like Retirement Planning, Estate Planning, Strategic Financial Planning, Client Education, Financial Planners, Financial Advisory, Building A Financial Service Practice, Business Strategies, Business Succession Planning, Education Planning Strategies, Employee Benefits, Employee Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.