Ryan Curwick, CFP®, CFA

Investment Advisor

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Ryan Curwick, CFP®, CFA

ryan_curwick

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Ryan Curwick is an Investment Advisor for Capital Investment Advisors (CIA) in the Phoenix, AZ office. In this role, he works to provide holistic financial planning solutions to individuals, families, and business owners. Ryan’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and risk management.

Ryan has over 10 years of experience in the financial services industry. Prior to joining CIA, he worked as a financial advisor with The Vanguard Group, providing financial planning and investment management services to high-net-worth individuals. He also has extensive financial planning experience from prior positions at USAA and Edward Jones.

Ryan graduated from the University of Wisconsin-La Crosse with a Bachelor of Science, double majoring in finance and accounting. Ryan is also a CFA® charterholder and CERTIFIED FINANCIAL PLANNER™. He is an active member of the CFA Society Phoenix.

Ryan lives in Scottsdale with his wife, Shannon, and their Teacup Yorkie, Taco. In his free time, he enjoys traveling, golfing, snowboarding, and spending time with his family. A native of Wisconsin, he is a cheesehead at heart, and loves watching the Green Bay Packers and other Wisconsin sports teams.

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