Ryan Finch, CFP®

Ryan finch, cfp®

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location of Ryan Finch, CFP®Tangible Wealth Solutions
Phone number of Ryan Finch, CFP®+91 xxxx xxxxx
  • Timeline

    Jan 2005 - Jan 2008

    Assistant Relationship Manager

    U.S. Bank
    Jan 2008 - Aug 2013

    Assistant Vice President

    Colorado Business Bank
    Jan 2008 - Jan 2008

    Financial Analyst

    MacKenzie House, LLC
    Aug 2013 - Jul 2014

    Private Banker

    Cobiz Private Bank
    Aug 2014 - Mar 2016

    Wealth Advisor

    CoBiz Wealth Management
    Apr 2016 - now

    President

    Tangible Wealth Solutions
    Current Company
    Apr 2020 - now

    Registered Representative of Emerson Equity LLC, Member FINRA and SIPC

    Emerson Equity LLC, Member FINRA/SIPC
  • About me

    President at Tangible Wealth Solutions

  • Education

    • Colorado state university

      2001 - 2005
      Undergraduate management, finance and real estate

      Activities and Societies: Sigma Chi Fraternity

  • Experience

    • U.s. bank

      Jan 2005 - Jan 2008
      Assistant relationship manager

      Denver Commercial Real Estate Group

    • Colorado business bank

      Jan 2008 - Aug 2013

      Commercial Real Estate Lender. Providing acquisition loans, construction loans, rehab loans and term loans on various commercial real estate product types. Multi family, industrial, office, assisted living and home builders. Special Assets Banker with experience in managing a portfolio of graded commercial real estate loans. Negotiate and restructure problem commercial real estate loans. Pursue deficiencies, negotiate note sales, facilitate short sales, and perform cost benefit analysis of the various strategies for restructuring and/or pursuing all possible remedies available to the Bank.

      • Assistant Vice President

        Apr 2011 - Aug 2013
      • Assistant Vice President

        Jan 2008 - May 2011
    • Mackenzie house, llc

      Jan 2008 - Jan 2008
      Financial analyst

      Developed project specific and corporate cash flow models for a ground up developer of residential real estate. Primarily focused on senior housing and student housing.

    • Cobiz private bank

      Aug 2013 - Jul 2014
      Private banker

      Provide customized private banking services for high net worth individuals. Areas of expertise include:Lending solutionsWealth ManagementFinancial PlanningInsuranceEstate PlanningTrustsDeposit and Treasury Solutions

    • Cobiz wealth management

      Aug 2014 - Mar 2016
      Wealth advisor

      As a Wealth Advisor at CoBiz Weatlh, Ryan works closely with clients to define, track, modify and achieve their goals. Ryan adds value to the relationship through analyzing the client's entire financial picture and providing weatlh management solutions that are in the best interests of his clients.

    • Tangible wealth solutions

      Apr 2016 - now
      President

      Tangible Wealth Solutions is a unique wealth advisory firm that focuses solely on the real estate component of our clients portfolio. In addition to providing advisory services with regards to real estate, Tangible Wealth Solutions has in house real estate brokers for the acquisition and disposition of assets and in house property management to take care of our clients real estate needs in a comprehensive manner.

    • Emerson equity llc, member finra/sipc

      Apr 2020 - now
      Registered representative of emerson equity llc, member finra and sipc
  • Licenses & Certifications

    • Series 22

      Sept 2017
    • Certified financial planner

      Certified financial planner board
      May 2015
    • Series 65

      Sept 2014
    • Series 63

      Finra
      Mar 2018
  • Volunteer Experience

    • Soccer Coach

      Issued by Colorado Rapids Youth Soccer Club on Jan 2005
      Colorado Rapids Youth Soccer ClubAssociated with Ryan Finch, CFP®
    • Trustee

      Issued by CoBiz Cares Foundation on Jan 2014
      CoBiz Cares FoundationAssociated with Ryan Finch, CFP®