Ryan Peters, CFP<sup>®</sup>

Ryan Peters, CFP®

Partner/Private Wealth & Planning

Office: (914) 819-1818 (x117)
E-mail:
 

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Ryan, a CERTIFIED FINANCIAL PLANNER professional, is Partner on the Private Wealth Management Team and joined Flynn Financial Partners (F2) in May 2022. With more than 20 years of financial planning experience, Ryan focuses on helping clients develop and implement strategies for retirement income, investment management, and estate planning.

Prior to joining the team, Ryan was a Wealth Management Advisor at TIAA for eight years, working with high-net-worth families, providing comprehensive financial planning and investment services. Before TIAA, he worked as a financial advisor for Morgan Stanley and Merrill Lynch in New York City.

He graduated from the University of Michigan, Ann Arbor with a B.A. in history. Ryan resides in Cold Spring, NY with his wife and two daughters and enjoys hiking, gardening, cooking, and enjoying time with family and friends.

AUM: $ 2.2 Billion*

*900 million USD managed

1.1 billion USD in Institutional Investment Consulting

OVER 275 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health