Ryan Yamada
AVP, Advanced Planning Consulting at Osaic
Based in Omaha, United States
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Seniority
Vp
Department
General Business & Management
Location
Omaha
Industry
Financial Services
Company size
2.5K
Contact information
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r•••••••@osaic.com
Phone
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Background
About Ryan Yamada
MY MISSION is to raise the baseline of financial advice by empowering advisors to go beyond products and performance. Although a self-confessed nerd and spreadsheet-lover, my passion for the personal side of finance, keeps me grounded in what truly matters: that money is simply a means to realizing and achieving our non-financial goals. In leading Osaic's Advanced Planning team, our consultants aim to provide the education, tools, and resources (aka extra firepower) for advisors to move upmarket with their client and prospect conversations. When I’m not nerding out on financial planning, I enjoy spending time with my family, experimenting on various cooking projects or practicing Jiu-Jitsu. Some of my accomplishments include an IBJJF World Championship in 2021 and competing with Team USA in the 2022 UWW Championships at Pontevedra, Spain.
Decision-makers
Other people at Osaic
- CPStaff
Cathleen Petersen
Registered Rep and Principle · Other
- KKVp
Kristen Kimmell
Executive Vice President Business Development · General Business & Management
- RSOther
Reginald Smith
Corporate Recruiter · Other
- CHStaff
Connie Horstkotte
Financial Advisor at Osaic Wealth, Inc · Finance & Accounting
- SMStaff
Steve Marks
Financial Planner · Finance & Accounting
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