Our Qualifications

Ryan Fleming is a fee-based Financial Planner aligned with Pacific Capital Resource Group. Pacific Capital is a relationship-based financial planning firm recognized by their corporate and individual clients for quality advice, effective implementation, and superior service. Pacific Capital is a leader in the industry, with corporate alliances that give it access to companies worldwide.

Ryan and his team specialize in providing comprehensive financial planning and consulting services to individuals and businesses including: employee benefits, business transition, professional money management, retirement, college, insurance, investments, and estate planning. Ryan meets with clients to review their current financial situation and to discuss their long and short-term objectives. He will then analyze the information, determine which strategies will work best for specific client situations, and tailor a plan specifically to help meet their ever-changing financial needs and goals. Finally, after the plan has been implemented, Ryan and his team will meet with clients on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.

Ryan’s Licenses and Certifications Include:

·Chartered Financial Consultant (ChFC) designation holder

·Chartered Advisor for Senior Living (CASL) designation holder

·Society of Financial Service Professional (SFSP) – Member

·Registered Representative of Hornor, Townsend, and Kent, Inc.

·Investment Advisor Representative of Hornor, Townsend, and Kent, Inc.

·Investment Advisor Representative of Pacific Capital Resource Group

·National Football League Player's Association Registered Player Financial Advisor

·University of Washington Graduate – Bachelor’s degree in Business Administration

·Series 7 – License Holder

·Series 66 – License Holder

·Washington State Life, Disability, and Long Term Care Licenses