Broker Check
Ryan Fleming, CFP®, MSFS, ChFC®, CLU®, CASL™, AEP®, RICP®

Ryan Fleming, CFP®, MSFS, ChFC®, CLU®, CASL™, AEP®, RICP®

Founding Partner │CERTIFIED FINANCIAL PLANNER™ Professional

Ryan Fleming was raised in Washington and currently resides in Kirkland with his two sons, Peter and Evan, and daughter, Josie.  He graduated from the University of Washington where he was a three-year starter in football for the Huskies.  In 1999 and 2000, Ryan was named an Academic All-American as well as recipient of the 101 Club Award for the top scholar athlete.  As a member of the Husky Football team, he participated in the 2001 Rose Bowl game.

Ryan is driven by challenges, and as such, has set a goal to run a marathon in every state (currently at 18!) and climb each of the Seven Summits (Mt. Kilimanjaro and Aconcagua completed, five to go). 

In such a dynamic profession, Ryan values education and lifelong learning. He has earned his Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor for Senior Living and Accredited Estate Planner designations. Ryan also obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007.  In 2010, he received his Masters in Financial Planning (MSFS) from the American College.

Ryan helps clients and their families pursue financial confidence and independence. He works with them to articulate the financial goals that are most important to them, and helps set a path towards those objectives, all the while seeking to protect and preserve the wealth they have accumulated. He takes great pride in inspiring clients to pursue their passions today as opposed to waiting for a day that may never come. The concept of living life in the moment while still setting aside what you need for the long term is a puzzle he enjoys piecing together with his clients.

His clients range from small-business owners to individuals and families of every age and background.  He particularly enjoys face-to-face interactions with clients, as the bond over finances and money is built on the foundation of trust.  As a partner for the long haul, he gets to know his clients as the unique individuals they are. His greatest satisfaction comes from knowing that he's making a difference in his clients’ lives.

Licenses & Certifications:

  • Chartered Financial Consultant (ChFC)
  • Chartered Advisor for Senior Living (CASL)
  • Accredited Estate Planner (AEP)
  • Retirement Income Certified Professional® (RICP)
  • Washington Life, Disability & Long-Term Care Licensed
  • Registered Representative of Osaic Wealth, Inc.
  • Investment Advisor Representative of Osaic Wealth, Inc.
  • 2006 and 2014 Pacific Capital Advisor of the Year
  • Employed by the National Football League (NFL) Officiating Department