Ryan Sobel  CFP®  ChFC®

Ryan’s Background and experience

Ryan began his career in 2007 at the age of 19 as a college Financial Representative at Northwestern Mutual. In 2009, Ryan passed the Series 7 and began recommending investments to his clients. During this time Ryan also achieved the Certificate of Quantitative Finance and Actuarial Studies from the University of Colorado Boulder along with a degree in Finance.

Ryan then went to work at Wealth Strategies Group where he spent the next eight and a half years building his financial practice and learning from the top planners in country in the areas of retirement distribution planning, high-net-worth estate planning, business transition planning, and portfolio engineering.

After much contemplation, Ryan decided that the best way to serve his clients going forward was to do so as independent financial advisor and founded Sobel Financial, LLC in 2019. Sobel Financial, LLC where he now serves his clients with complete freedom and autonomy.

In addition to work, Ryan is also interested in brain science, psychology, and personal development and enjoys hosting social events, reading, and watching sports.