Ryan Duffy
Financial Advisor at Ubs
Based in San Francisco, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
118K
Contact information
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r•••••••@ubs.com
Phone
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Background
About Ryan Duffy
Ryan is a graduate from California State University, Chico where he double majored in Business Finance and Economics. While in school Ryan was a member of the Chico State Water Ski team. He began his post college career as the sales rep for Boston Beer Company in Southern California. During his time with Boston Beer, Ryan consistently demonstrated his desire to learn and improve himself and achieved the rank of Certified Cicerone®. Ryan joined UBS in May of 2017 as the Wealth Planning Associate for the Northern California, coordinating financial goal analysis. Since then he has worked with advisors from Fresno, CA up to Reno, NV to develop comprehensive planning for clients. His focus was to understand client goals, develop strategies to help them achieve those goals, with a focus on protecting their assets and family's for the future. In April 2019, Ryan joined the Rutledge/Johansson Group as a Financial Advisor. In December 2019 Ryan passed his CERTIFIED FINANCIAL PLANNER™ exam. Ryan is FINRA registered and holds his Series 7 and 66 registrations, as well as licenses for life, accident, health insurance and variable annuities. He passed the AWMA® exam in are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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