Ryan Schwartz, CFA, CFP®

Vice President, Advisor

Walnut Creek, California

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Ryan’s ability to tackle complex financial problems along with his enthusiasm for working with people has made him an effective advisor.
Ryan worked at Private Capital Management Associates (PCMA), a Registered Investment Advisor with a client base made up primarily of Silicon Valley tech professionals. Ryan rose quickly within the firm to lead Portfolio Management and Financial Planning.
Ryan is a graduate of the University of California, Santa Cruz, earning a B.S. in Ocean Sciences. He holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations.
Ryan currently resides in San Francisco with his wife, Kristin. They enjoy many outdoor activities together, including hiking, surfing, and skiing (although Kristin prefers the cabin to the slopes).