Ryan A Smith

Background

About Ryan A Smith

Could you or your clients benefit from a more stable financial situation after a significant life event? As a Salt Lake City/ Park City CFP®Professional and CDFA®, I am often approached for guidance in a few key areas. The questions I am regularly asked are: What impact will a particular situation have on me financially, both now and later? Can you provide me with professional advice to help both protect and advance my financial position? What are some of the potential financial pitfalls I'm NOT seeing? Some of my specialties as a Trusted Advisor CFP®Professional and CDFA®Include: Analyzing clients’ financial situations thoroughly Ensuring clients fully understand the short and long-term financial impact of different choices they make. Providing financial advocacy for additional clarity during highly stressful times. I’m expanding my referral network of high-level attorneys, tax professionals, mediators and therapists. If this sounds like you please message me on LinkedIn to start a conversation, learn more about our respective practices and determine if we are a good fit to work together. Securities and advisory services offered through Commonwealth Financial / a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Rivettas Wealth Strategies, 299 So. Main St. 13th Fl, Salt Lake City, UT 801-534-4463. This communication is strictly intended for individuals residing in the states of AK, CA, ID, MT, MV, OH, OR, TX, UT, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: Please note that current regulatory policy does not allow me to receive endorsements of Skills and Expertise. While I appreciate any intention of kind words and sentiment, I am not allowed to display them.