Ryan Peters, CFP<sup>®</sup>

Ryan Peters, CFP®

Partner/Private Wealth & Planning

Office: (914) 819-1818 (x117)
 

Ryan, a CERTIFIED FINANCIAL PLANNER professional, is Partner on the Private Wealth Management Team and joined Flynn Financial Partners (F2) in May 2022. With over 17 years of financial planning experience, Ryan built his career by focusing on the needs of his clients and helping them realize their goals. Ryan specializes in helping clients develop and execute strategies for retirement income, investment management, and estate planning.

Recognizing that each client has different needs, Ryan dedicates himself to understanding each client’s situation prior to making recommendations. He strongly believes in educating clients and works closely with them to develop a highly personalized financial plan. As an independent financial advisor, he can tailor advice so it will always be in the best interest of his clients.

Prior to joining F2, Ryan worked for eight years as a Wealth Management Advisor at TIAA working with high-net-worth families providing comprehensive financial planning and investment services. Before working at TIAA, he worked as a financial advisor for Morgan Stanley and Merrill Lynch in New York City.

Ryan graduated from the University of Michigan, Ann Arbor where he earned his bachelor’s degree in history. He resides in Cold Spring, NY with his wife and two daughters. During his free time, he enjoys hiking, cooking, and spending time with family and friends.

AUM: $1.5 Billion*

*700 million USD managed

800 million USD in Institutional Investment Consulting

OVER 215 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health