Matt R. Ryan, CFP<sup>&reg;</sup> - Financial Advisor

Matt R. Ryan, CFP®

CFA,

2869 Historic Decatur Rd.
San Diego, CA 92106
FINANCIAL ADVISOR'S WEBSITE
(619) 279-5002 CONNECT WITH Matt
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General

Matt Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Creative Capital Management Investments LLC (CCMI) offers highly personalized and proactive financial planning and wealth management services on a fee-only basis. As fiduciaries, your interests always come first as we design your financial plan and/or manage your investments. We understand that money doesn’t come with instructions, and that financial planning is a lifelong process. We help guide you towards achieving financial independence at your own pace and obtain greater financial peace of mind.

Over forty years in practice has CCMI that financial planning is more than number crunching and making recommendations. It’s about understanding your hopes, dreams, fears, and risks to design and help you implement your personalize financial plan.

We work best with clients and referrals who are:

• Business Owners and Executives

• People approaching retirement or recently retired

• Women going through a significant life event

• Professional and growing families

You are invited to visit our website for more information about our firm.

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Financial Advisor Experience

Matt Ryan is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Chartered Financial Analysis® designation, and is a member of the Financial Planning Association. Matt Ryan, CFA, CFP®, joined the team in 2015 as an advisor. At CCMI, Matt also serves as a member of the investment management committee, manages portfolios and the firm’s investment reporting software, and conducts investment research and analysis. Matt is passionate about helping clients lay out their unique plans for the future — whether that’s intentional investing, stock option management through various stages of career growth, preparing to buy a home, or saving for a child’s education costs. His knowledge of investment and financial planning strategies, allows Matt to assist clients in establishing a strong financial foundation that they can build upon. Matt holds a Bachelor of Science in Economics and Finance, with a concentration in Financial Planning, from Olivet Nazarene University. Matt serves in the following roles:

- Member, San Diego Young Leaders

- Member, Professional Men’s Toastmasters

- Member, Financial Planning Association (FPA)

- Member, National Association of Personal Financial Advisors (NAPFA)

- Former president, Pacific Beach Toastmasters

Certifications

- CERTIFIED FINANCAIL PLANNERTM (CFP®)

- Chartered Financial Analyst® (CFA)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Investment Management, Getting Married, Starting a Family

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Helpful Financial Planning Resources