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 seeking to provide quality advice, effective implementation, and superior service to their individual and corporate clients. Pacific Capital advisors maintain certain alliances that give it access to various financial services companies worldwide.

Ryan and his team specialize in providing 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. 

Securities and Investment management services are offered exclusively through HTK.

Ryan’s Qualifications Include:

·CERTIFIED FINANCIAL PLANNER™ professional

·Masters of Science in Financial Services (MSFS)

·Chartered Financial Consultant (ChFC) designation holder

·Accredited Estate Planner (AEP)

·Charter Life Underwriter (CLU) 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 Securities' Registration

·Series 66 Securities' Registration

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