Dann Ryan
CFP®
Sincerus Advisory
Managing Partner, CIO
Dann Ryan
CFP®
Sincerus Advisory
Managing Partner, CIO
I am a fee-only financial planner who specializes in tax planning, working with Tech professionals, and Impact Investing. My clients consider themselves lifelong learners! - Dann Ryan, CFP®
Fee-Only Financial Planner, serving clients that consider themselves lifelong learners!
Dann Ryan is a New York, NY fee-only financial planner. Sincerus Advisory provides holistic financial planning and investment solutions to help high net-worth individuals, business owners and Gen Xers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Ryan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dann was included in Investopedia's List of Top 100 Financial Advisors for 2021.
Dann Ryan has more than 14 years of experience providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients. His goal is and will always be to deliver impartial advice best suited to clients’ needs.
In his spare time, Dann is a part of the Board of Directors for Chess in the Schools: a New York City nonprofit that fosters the intellectual and social development of low-income youth through chess education.
Dann Ryan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sincerus Advisory is a NYC based financial planning and investment advisory firm. The firm caters to a psychographic of lifelong learners that want to be engaged in their financial affairs but need the added value of expertise and time-saving service. Sound financial advice paired with the ease of curated technology solutions will define the Sincerus client experience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Tax Planning
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Stock Options / Equity Compensation
Ideal Clients
- Tech Professionals
- Sudden Money Situations
- Growing Families
- Business Owners and Executives
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Daniel Ryan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Dann Ryan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Dann Ryan is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Dann Ryan, Managing Partner of Sincerus Advisory, Announced as one of Investopedia’s Top 100 Financial Advisors of 2021
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Dann Ryan is a Guest on Lifeblook: "Step to Success with Dann Ryan"
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Dann Ryan is a Guest on the Financially Free Journey Podcast: "ESG Investing with Dann Ryan"
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Dann Ryan is Quoted on CNBC: "76% of older millennials are worried about climate change—and it’s impacting how they spend their money"
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Dann Ryan is a Guest on The Millennial Investor Podcast: "Financial Planning with the Potential of Inflation"
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Young Scrappy Money Podcast Ep. 029 Features Dann Ryan on "How Marriage Changes Your Money"
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Dann Ryan is Featured on RIA Intel: "The Case for Catering to HENRYs"
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Dann Ryan Offers "The Top Money Tips for HENRYs" on the Millennial Money Podcast
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Dann Ryan is Mentioned on Markets Insider
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Dann Ryan is Mentioned on Cision PR Newswire: "Sincerus Advisory Announces Launch of New Manhattan-based Financial Planning Firm"
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Dann Ryan Serves on the Board of Directors for Chess In The Schools
Contact Dann Ryan
Office Locations:
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99 Wall St.
#185
New York, NY 10005
