Ryan Wood, Cfp®, Chfc® Email and Phone Number
Ryan Wood, Cfp®, Chfc® work email
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Ryan Wood, Cfp®, Chfc® personal email
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
Lemnis Capital
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Founder And PresidentLemnis Capital Jan 2023 - Present -
Senior Vice PresidentEquitable Advisors Jan 2024 - Present -
Regional Vice PresidentEquitable Advisors Dec 2017 - Jan 2024 -
Regional Vice PresidentAxa Advisors, Llc Dec 2017 - Jan 2020New York, Ny, Us -
Financial ProfessionalAxa Advisors, Llc Jun 2011 - Jan 2020New York, Ny, UsAs 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. -
InternAxa Advisors, Llc Mar 2010 - May 2011New York, Ny, Us
Ryan Wood, Cfp®, Chfc® Skills
Ryan Wood, Cfp®, Chfc® Education Details
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Trinity UniversityEconomics 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.
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