Ryan J. Weiser
CFP®, ChFC®, CLU®, CDFA®, CASL®
Weiser Financial Planning LLC
President & Chief Compliance Officer
Ryan J. Weiser
CFP®, ChFC®, CLU®, CDFA®, CASL®
Weiser Financial Planning LLC
President & Chief Compliance Officer
"Money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying." - Ryan J. Weiser, CFP®, ChFC®, CLU®, CDFA®, CASL®
Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.
Ryan Weiser is a Lewis Center, OH fee-only CERTIFIED FINANCIAL PLANNER™ professional. Weiser Financial Planning LLC provides comprehensive and objective financial planning and investment management, college planning, and divorce financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ryan Weiser is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi I'm Ryan Weiser and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them.
I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience, I have had the opportunity to help thousands of clients and positively impact their lives.
One of my driving motivations in building a new financial planning business was to separate from the Wall Street firms, banks, and insurance companies where I am not handcuffed by proprietary products, sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of my clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest.
I have lived in Lewis Center, OH since 2004 with my lovely wife Erica and our two wonderful children Ethan (13) and Reagan (10). We are very active in the local community and we can usually be found at the activity of the day whether its dance, girl scouts, taekwondo, or travel baseball and soccer. When not shuffling the kids around town I coach youth soccer and enjoy mountain biking and golfing on the weekends. We are active members of St. Andrew's Anglican Church in Lewis Center and I serve on the finance committee.
I am originally from upstate New York where we often make quick road-trips back to visit with family and friends. I am a graduate of the State University of New York at Brockport and earned a Bachelor of Science in Mathematics. I have continued my education and passion for financial services by continually growing to be a better advisor and find new ways to improve my clients' lives. In doing so I have earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) designations through The American College. I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP® Board and a Certified Divorce Financial Analyst (CDFA®) practitioner that is awarded through the Institute for Divorce Financial Analysts.
Let's Talk. Schedule a complimentary initial consultation Here.
Ryan J. Weiser 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.
Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.
We help connect people's money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential.
Let's talk. Schedule a complimentary consultation Here.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Social Security Optimization
- Pension Maximization
Ideal Clients
- Retirees and Near Retirees
- HENRY's - High Earners Not Rich Yet
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Divorce Financial Planning
Working Together
- CERTIFIED FINANCIAL PLANNER™
- Transparent Fees
- No Product Sales & No Commissions
- Complimentary Initial Consultation
- Fiduciary Advisor
- Virtual Meetings
- In-Office Meetings
Professional Designations & Affiliations
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Ryan Weiser 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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Ryan Weiser 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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Ryan Weiser is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Ryan J. Weiser is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Ryan Weiser is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Ryan Weiser 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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Ryan J. Weiser is a Chartered Advisor for Senior Living (CASL)CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
Contact Ryan J. Weiser
Office Locations:
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7320 Walker Wood Blvd
Lewis Center, OH 43035
