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Ryan P. Drake, CFP®

Ryan P. Drake, CFP®

Wealth Planning Advisor

Followers of Ryan P. Drake, CFP®348 followers
location of Ryan P. Drake, CFP®Richmond, Virginia, United States

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  • Timeline

  • About me

    CEO & Chief Investment Officer at Commonwealth Retirement Advisors

  • Education

    • The American College of Financial Services

      2007 - 2009
      Certified Financial Planner Certification Curriculum

    • College for Financial Planning

      2006 - 2006
      Chartered Retirement Planning Counselor Designation

    • James Madison University - College of Business

      1998 - 2002
      Bachelor of Business Administration (BBA) Finance, General

      Activities and Societies: Pi Kappa Alpha, Club Lacrosse Team

    • Yale School of Management

      2020 - 2021
      CPWA Certification Curriculum Wealth Management Theory & Practice

  • Experience

    • Lincoln Financial Advisors

      Jun 2001 - Jan 2017
      Wealth Planning Advisor

    • Commonwealth Retirement Advisors

      Jun 2001 - now

      • Chief Executive Officer

        Jun 2001 - now

      • Chief Investment Officer

        Jun 2001 - now

  • Licenses & Certifications

    • Certified Financial Planner (CFP®)

      Certified Financial Planner Board of Standards

    • Chartered Financial Consultant (ChFC®)

      The American College

    • Chartered Retirement Planning Counselor (CRPC®)

      The College for Financial Planning