Ryan Self
Financial Advisor
Ryan serves families by helping them work towards building strong financial foundations and navigate complex financial decisions with confidence and clarity. With a focus on long-term relationships, he brings a thoughtful, people-first approach to his work as an advisor. In addition to advising his own clients, Ryan plays a key role supporting the firm’s partner advisors, contributing to investment management & trading, and collaborating on strategic initiatives alongside the firm president. His prior experience as a healthcare technology consultant shaped his ability to manage complex systems and communicate clearly with clients and teams alike.
Ryan earned his MBA from Duke’s Fuqua School of Business and lives in Livermore, California—a family-oriented community in the East Bay known for its national lab, vineyards, and proximity to Silicon Valley. He and his wife are raising three daughters, and Ryan proudly embraces his role as both a youth sports coach and a dance dad. When he’s not advising clients or cheering on his girls, you’ll likely find him golfing or enjoying the outdoors in the Sierra foothills where his family vacations.