Robert M. Ryan,  CFP<sup>&reg;</sup> - Financial Advisor

Robert M. Ryan, CFP®

CIMA®, CPWA®

Senior Vice President

UBS

One Post Office Sq, 34th Flr
Boston, MA 02109
FINANCIAL ADVISOR'S WEBSITE
(617) 439-8081

General

Robert Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources