Ryan G. Monette, CFP<sup>&reg;</sup> - Financial Advisor

Ryan G. Monette, CFP®

ChFC®

Financial Advisor / Financial Planner

Savant Capital LLC

190 Buckley Dr
Rockford, IL 61107
(815) 227-0300

General

Ryan Monette is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Savant Capital LLC in Rockford, IL and the surrounding communities.

Financial Advisor Experience

Ryan is a financial advisor in Savant’s Rockford, IL, office and a member of the Advisory Team. He has been involved in the financial services industry since 2006.  Ryan is responsible for managing all aspects of the financial planning and investment process for Savant's clients.  He routinely meets with clients, advisors, portfolio managers, and financial planners to determine and coordinate effective planning, investment, and tax strategies.
Prior to becoming a financial advisor, Ryan served as a member of Savant’s Planning Department, where he was the liaison to Savant advisors to help produce investment analyses, prepare and present client financial plans, and coordinate plan implementation. He specialized in all areas of financial planning, including goal documentation, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, education funding, income tax strategies, and estate and philanthropy optimization techniques.
Ryan earned a bachelor of science degree in finance with a minor in economics from Northern Illinois University.  He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® (ChFC®).
Ryan serves on the board for Keep Northern Illinois Beautiful. He also serves as treasurer for the Knights of Columbus #8021 at St. Peter Church in South Beloit, IL. Ryan serves on the Funding and Alignment team for Transform Rockford and is a member of the Rising Professionals for the Beloit Chamber of Commerce where he serves on the Civic Engagement Committee.
Ryan, his wife Bridget, and their children live in Roscoe, IL. He is an advocate for beatification of the outdoors and the recycling of organic and inorganic materials. He has a passion for hiking, kayaking, camping, and being a good steward of our inherited lands.
Ryan started his career with Savant as an intern in May 2006 and joined Team Savant in January 2008.
 
Savant Capital Management is a Registered Investment Advisor.  Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services.
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.
- See more at: https://www.savantcapital.com/team-member/Ryan-G.-Monette#sthash.DzClNGpV.dpuf

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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