Ryan P. Hammis, CFP®, CPFA®
Advisor, Wealth Management
Location
Saginaw, MI
989.799.9580
Education
Northwood University
BBA, Accounting
Current Role
Ryan develops creative strategies that help clients work toward meeting their financial goals, integrating budgeting, financial planning, investment management and insurance services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Service Areas
- Comprehensive financial planning
- Investment analysis and portfolio design
- Retirement and estate planning
- Qualified and non-qualified retirement plans
- Retirement plan consulting
- Risk management
Experience
Ryan began his financial services career in 2019 and has supported high net worth individuals and their families and business owners. He has extensive knowledge of financial services and retirement plans.
Ryan received the Certified Plan Fiduciary Advisor certification from the National Association of Plan Advisors. He currently holds the Series 7 and 66 securities registrations. In addition he holds life, accident, and health insurance licenses, as well as variable life and variable annuities licenses.
Ryan keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.
A Closer Look
- Ryan is committed to creating tailored financial solutions designed to meet his clients’ specific needs.
- Ryan works diligently to meet his clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 5800 Gratiot Rd., Ste. 201, Saginaw, MI 48638 | 989.799.9580
Send a quick note:
"*" indicates required fields