Founder And President
Current
Jan 2023 - Present
AeroLeads people directory · profile
Ryan Wood, Cfp®, Chfc® Email & Phone Number
Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future
at
Lemnis Capital
1 work email found
@equitable.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future
Location
Dallas, Texas, United States
Who is Ryan Wood, Cfp®, Chfc®? Overview
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Quick answer
Ryan Wood, Cfp®, Chfc® is listed as Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future at Lemnis Capital, based in Dallas, Texas, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Ryan Wood, Cfp®, Chfc®.
Ryan Wood, Cfp®, Chfc® previously worked as Founder and President at Lemnis Capital and Senior Vice President at Equitable Advisors. Ryan Wood, Cfp®, Chfc® holds Bachelor Of Science (B.S.), Finance, Economics And Accounting from Trinity University.
Company email context
Email format at Lemnis Capital
This section adds company-level context without repeating Ryan Wood, Cfp®, Chfc®'s masked contact details.
*@equitable.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ryan Wood, Cfp®, Chfc®. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Retirement Planning, Estate Planning, Strategic Financial Planning, Client Education, and 33 others.
Current workplace
Ryan Wood, Cfp®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Ryan Wood, Cfp®, Chfc® work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Current
Jan 2024 - Present
Regional Vice President
Dec 2017 - Jan 2024
Regional Vice President
Dec 2017 - Jan 2020
Financial Professional
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.
Jun 2011 - Jan 2020
Intern
Mar 2010 - May 2011
1 education record
Ryan Wood, Cfp®, Chfc® education
-
Trinity University
FAQ
Frequently asked questions about Ryan Wood, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
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 Lemnis Capital?
Ryan Wood, Cfp®, Chfc® is listed as Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future at Lemnis Capital.
What is Ryan Wood, Cfp®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @equitable.com for Ryan Wood, Cfp®, Chfc® at Lemnis Capital.
Where is Ryan Wood, Cfp®, Chfc® based?
Ryan Wood, Cfp®, Chfc® is based in Dallas, Texas, United States while working with Lemnis Capital.
What companies has Ryan Wood, Cfp®, Chfc® worked for?
Ryan Wood, Cfp®, Chfc® has worked for Lemnis Capital, Equitable Advisors, and Axa Advisors, Llc.
How can I contact Ryan Wood, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for Ryan Wood, Cfp®, Chfc® at Lemnis Capital, including work email, phone, and LinkedIn data when available.
What schools did Ryan Wood, Cfp®, Chfc® attend?
Ryan Wood, Cfp®, Chfc® holds Bachelor Of Science (B.S.), Finance, Economics And Accounting from Trinity University.
What skills is Ryan Wood, Cfp®, Chfc® known for?
Ryan Wood, Cfp®, Chfc® is listed with skills including Retirement Planning, Estate Planning, Strategic Financial Planning, Client Education, Financial Planners, Financial Advisory, Building A Financial Service Practice, and Business Strategies.
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