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Ryan L. Pitts, CFP®

Ryan L. Pitts, CFP®

Account Manager

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location of Ryan L. Pitts, CFP®Cincinnati Metropolitan Area

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER™ Practitioner at Retirement Security Group

  • Education

    • Northern Kentucky University

      2002 - 2007
      Bachelor of Science Finance

  • Experience

    • Fidelity Investments

      Dec 2005 - Sept 2006
      Account Manager

    • Lexus RiverCenter

      Feb 2007 - Aug 2008
      Assistant Accounting Manager

    • Waddell & Reed

      Aug 2008 - Jun 2017
      Financial Advisor

      My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years.

    • Retirement Security Group

      Jun 2017 - now
      CERTIFIED FINANCIAL PLANNER™ Practitioner - Financial Advisor

      We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc.
      Dec 2015

  • Volunteer Experience

    • Ramsey Education Sponsor

      Issued by Ramsey Solutions, A Dave Ramsey Company on Apr 2019
      Ramsey Solutions, A Dave Ramsey CompanyAssociated with Ryan L. Pitts, CFP®