Creative Planning
Ryan Svendson, CFP®, currently serves as a Private Wealth Manager at Creative Planning since March 2023. With a diverse background in finance, Ryan has held various roles including Account Executive at Old Republic Title, Registered Investment Advisor Representative at Chaney Capital Management, and Financial Advisor at Oppenheimer & Co. Inc. and Morgan Stanley. Ryan's earlier career includes positions such as Private Client Associate at Bernstein Private Wealth Management and Associate Underwriter at Zurich North America. Educational qualifications include a BS in Accounting and a BS in Business Administration with a focus on finance from Central Washington University, along with a Finance Technology Certificate from the University of Washington.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.