Ryan Otoole
President at Rmo Wealth & Insurance Solutions
Based in Newport Beach, United States
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Seniority
C-Team
Department
General Business & Management
Location
Newport Beach
Industry
Financial Services
Company size
1
Contact information
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r•••••••@rmoretirement.com
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Background
About Ryan Otoole
Ryan O'Toole is an accomplished financial professional, business coach, and retirement income expert. A proud graduate of the University of Michigan, he has built the foundations of this firm on principles of higher education, research, community & family values, and the drive to succeed and help others create generational wealth. With over 17 years in the financial services industry, Ryan has spent countless hours coaching advisors and sitting across the table with them and their clients to understand that the challenges retirees face today cannot be solved with the traditional 60/40 portfolio. By expanding on ideas pioneered by some our industry’s most esteemed experts such as Tom Hegna and Dr. Wade Pfau, who advocate for a foundation built on guaranteed income and the family pension, Ryan has helped his advisors capture hundreds of millions in assets for the purposes of helping clints secure a retirement blueprint that is predictable, measurable, and sustainable - and in 2022 he founded the Insurance Consulting Group. As the President of RMO Insurance & Retirement, Ryan is dedicated to helping individuals achieve their retirement goals. With a client-centered approach, he and his team prioritize understanding each client's unique needs and aspirations for their retirement. Whether it's financial security, lifestyle, or legacy planning, Ryan and his team are committed to providing personalized solutions tailored to each client's specific circumstances.
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