Ryan VandenBerg, CFP®, currently serves as Vice President Wealth Planner at Fidelity Investments, where responsibilities include managing a practice of approximately 350 high net worth households with assets exceeding $1B and developing comprehensive financial plans. Previously, Ryan held roles such as Branch Manager at TD Ameritrade, where strategic training and a financial planning process were implemented, and Financial Consultant at Fidelity Investments, facilitating streamlined financial solutions. With foundational experience as a Financial Advisor at Charles Schwab and as an owner of franchises including UBuildIt and Curves, Ryan combines practical business management with a strong financial advisory background, supported by an MBA from the University of Wisconsin and a CFP certification from Northwestern University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices