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Ryan McCarthy

Ryan has over sixteen years of experience in the financial services industry. He began his career in investment banking where he worked for Thomas Weisel Partners in San Francisco. While there, he discovered that the aspect of finance that he enjoys the most, is working with individuals and families.

Ryan takes an individualistic approach with each client. He understands that in order to help people pursue their goals they need to identify their strengths, obstacles and opportunities. Ryan is a strong believer that each individual should have a plan for the present and future. Along with other advisors at Resource Financial, he teaches financial education classes as an adjunct instructor through Portland Community College.

In his spare time, Ryan enjoys traveling with his wife, playing music and watching sports. Every year Ryan and his wife enjoy attending the Pebble Beach Pro-Am Golf Tournament in Carmel, CA.

Ryan is a CERTIFIED FINANCIAL PLANNERTM  professional and holds Series 7 and Series 24 securities registrations. He holds Series 63 and 65 Investment Advisor Representative registrations and is life, health and variable insurance licensed. Ryan has a degree in Economics with a concentration in Financial Management from Cal Poly, San Luis Obispo.