As a member of the Advanced Solutions Team, Ryan Yamada enables Carson’s Wealth Advisors to have deeper conversations with their clients in the pursuit of their life and financial goals. From building tax-efficient retirement strategies and discussing ideas on multi-generational wealth transfers to creating content and conducting training for Partner firms, Carson’s A.S.T. serves in a number of different roles that change day by day.
Ryan ‘Hawaiian’ grew up on the island of Oahu. Ever the beach-bum, he traded in his surfboard and rubbah slippahz to brave the frigid Nebraska winters at Creighton University. Following his graduation, Ryan began working at a Fortune 500 insurance company where he served in a number of roles from client services, sales team lead, and ultimately helping to lead a team of Financial Advisors.
Throughout his time in the world of financial product sales, Ryan developed a desire for holistic financial planning. Centered around the ideas of conflict-free advice, technical excellence and the principles of Life Planning, Ryan’s commitment to growth and learning in his work is never-ending. Ryan has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™, as well as various investment registrations and insurance licenses.
When Ryan is not nerding out on the latest and greatest in financial planning, he can be found taking photographs of his most recent culinary creations or taking a leisurely stroll through the Old Market where he and his family live. Ryan is also a brown belt in Brazilian Jiu-jitsu and a member of the Axios Academy Competition team, The Blackfish.
GETTING TO KNOW RYAN
Ryan’s sweet tooth for chocolates and baked goods can only be trumped by a slice of pizza.
His favorite holiday is Christmas because of his annual pilgrimage home to visit his family in Hawaii.
Favorite quote: “Happiness is not something you postpone for the future, it is something you design for the present.” Jim Rohn.