Ryan Safko, CFP®, CIMA®, AWMA®
Helping clients and their families is the most rewarding part of Ryan’s role as a financial planner. He enjoys the ever-changing world of financial planning and the challenge of building and implementing unique strategies for clients. Ryan holds a bachelor’s degree in Finance from Pace University’s Lubin School of Business. He is a CERTIFIED FINANCIAL PROFESSIONAL® and has earned his CIMA® designation through The Wharton School of Business executive program.
Prior to joining Briaud, Ryan was a Senior Wealth Strategist at UBS and specialized in ultra-high net worth financial planning with a focus on executive compensation, insurance, and estate planning. Outside of work, Ryan competes in CrossFit, marathons and trail racing. He is an avid car enthusiast and loves being outdoors.