Meet Your Team
Our Motto:
100% Authentic Advice
In 2004, Ryan started in the financial planning industry with a company that provided financial planning by selling products. 10 months later, he left and began a search for a better way.
The mission was simple: provide authentic financial advice with no strings attached.
Welcome to Derive Wealth.
Meet Ryan
Managing Director
“Although I’ve never met a spreadsheet I didn’t like, financial planning is much more than crunching numbers. Get to know who I am and what shapes the advice I give.”
Family:
Party of 4
Taking care of others is key to a successful relationship
Gym:
Hot Yoga
When you put your mind to it, you can achieve anything
Movie:
Karate Kid
Learning discipline is key to staying on track
Vacation:
Hawaii
Setting goals makes the journey as fun as the destination
Education:
UC Davis/SDSU MBA
Past performance may be an indication of future results
Cooking:
BBQ
Staying composed when the heat rises leads to a delicious meal
Born & Raised:
California
Staying true to your roots keeps you grounded
Life Dream:
NBA Player
Having realistic goals keeps you motivated
Meet Erin
Director, Operations & Strategy
“Sometimes the smallest step in the right direction ends up being the biggest step of your life.”
Family:
Party of 4
Plus one more furry cat friend Scooter
Gym:
Running
An open road can recharge your day
Movie:
Mystic Pizza
Comedy can start with good food
Vacation:
Australia
New perspectives can expand your outlook
Education:
San Diego State
Past performance may be an indication of future results
Cooking:
Pastries
Paying attention to details pays off
Born & Raised:
California
Staying close to family keeps you balanced
Life Dream:
Veterinarian
Soft and furry things can be calming
An Extension of Who We Are
WORTH THE EFFORT
We enjoy craft beer, home made meals, and unique travel experiences. If we are lucky, we get to experience all three at once.
REALISTIC EXPECTATIONS
We understand what’s in our control. We measure progress based on what we want to achieve and our own definition of success.
ENJOY THE JOURNEY
We have life goals. Some we’ve failed, some we’ve far exceeded. Having the drive to keep going allows us to learn from our mistakes.
Start Your Plan Today
Let’s Get to Know Each Other
Schedule an appointment below to see if we are a good fit.