Ryan Curwick, CFP®, CFA®

Ryan Curwick is a Senior Investment Advisor for Capital Investment Advisors in the Phoenix, Arizona office. In this role, he works with individuals, families, and business owners to deliver comprehensive wealth management solutions designed to support long-term financial confidence. Ryan’s approach is centered on building meaningful relationships and helping clients align their wealth with what matters most to them. He partners with families through the interconnected decisions that shape their financial lives, including retirement planning, income generation, investment management, tax-aware strategies, risk management, charitable giving, and multigenerational planning.

Ryan has 13 years of experience in the financial services industry. Prior to joining CIA, he worked as a financial advisor with The Vanguard Group, where he provided financial planning and investment management services to high-net-worth individuals. He also gained extensive financial planning experience through prior roles 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. He is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER™ professional, and is an active member of the CFA Society Phoenix.

Ryan lives in Scottsdale with his wife, Shannon, their daughter, Stella, and their two Teacup Yorkies. In his free time, he enjoys traveling, golfing, snowboarding, and spending time with his family. A native of Wisconsin, Ryan is an avid Green Bay Packers and Wisconsin sports fan