BIO
Ryan Gomez is an Investment Advisor Representative with Gerber Kawasaki.
Originally from Long Beach, California, Ryan earned his BS in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo.
Ryan’s passion for personal finance was inspired by his grandfather, who went from being an office janitor to building independent wealth through disciplined investing - A lesson that showed the life-changing impact financial planning can have, which stuck with him from an early age. With this influence, he started investing right after his first paycheck working at a car wash when he was 15 years old and has been hooked on helping others do the same ever since.
As a Certified Financial Planner™ (CFP®), Ryan believes in not only helping his clients achieve financial freedom, but walking them through the step-by-step process of how to get there.
Primarily working with tech professionals and those in or nearing retirement, Ryan emphasizes flexibility in every financial plan he builds. He prioritizes building meaningful relationships with each client, allowing him to craft personalized strategies that reflect their unique goals and values.
Before joining Gerber Kawasaki, Ryan spent five years as a wealth advisor at a local RIA in Los Angeles, where he developed an expertise in financial planning and his client-first approach.
When he’s not helping clients plan their financial futures, you can usually find him out rock climbing, hiking local trails, planning his next international trip, or spending quality time with friends and family.
CA Insurance Lic#:4104297
Designation Disclaimers
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.
https://www.finra.org/investors/professional-designations/cfp