Ryan Moffitt, CFP®
Ryan is a graduate of the University of Utah with a Bachelor of Science degree in Economics and has worked in the securities and financial planning industries since 2005. He is a CERTIFIED FINANCIAL PLANNER™ or CFP® who enjoys helping his clients build sound financial plans and achieve their retirement goals. He is involved daily in analyzing market data, economic trends, and developing and implementing investment strategies that are the foundation of each client’s financial plan.
Ryan was proud to work side-by-side with his father Mark in the business for more than 15 years and to learn from his vast experience until he helped Mark transition in to his own retirement in 2022.
Ryan values each client relationship and provides a holistic approach to financial planning. He enjoys discussing everything from college savings, estate planning, all the way through to retirement and providing for beneficiaries. Ryan loves to take time to educate his clients and build upon their own experience as they set goals for their future.
He is actively involved in church and civic activities and has worked as a youth mentor. He is a regular Blood and Platelet donor with the American Red Cross as well as an advocate for life saving Organ Donation. He is married with four children (2 girls and 2 boys) and they enjoy many outdoor recreational activities as well as attending sporting events.