Matt Ryan, CFA, CFP®

Experience

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  Virginia Based Independant Advisory Firm

  May 2013 - Aug 2013

  Intern

  Worked alongside Certified Financial Planners, operations, and marketing professionals Prepared financial documents and reports for client quarterly reviews Participated in the preparation of prospective client interviews Created standard operating procedures to better business efficiency  Conducted research on Morningstar Office evaluating mutual funds  Developed a program on Excel listing all of the alternatives of the Fairfax County Deferred Retirement Option Program. The Excel program is user friendly and assists clients in selecting the most appropriate financial alternative for their retirement plan Gained experience working with the Interactive Advisor Software(IAS) program Show less

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  San Diego Based Independant Fee Only Advisory Firm

  May 2014 - Aug 2014

  Intern

  Involved in projects covering both financial planning and investment management Published an article on International, Emerging, and Frontier Markets in the company newsletter Input data into financial planning software and Client Relationship Manager (CRM) software Worked with investment analysis software, including Morningstar Office, to research Mutual Funds and ETFs  Prepared PowerPoint and Webinar material for client presentations covering Investment Basics and Long Term Care  Participated in client meetings as well as interacted with business professionals outside the company Show less

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  San Diego Based Independent Fee Only Advisory Firm

  May 2015 - Sept 2022

  Financial Advisor
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  Focused Mission Financial

  Sept 2022 - now

  Founder