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Michael Ryan, CFP®
Senior Financial Advisor
In addition to asset management, Michael specializes in working with businesses and business owners in the area of strategic growth, mergers and acquisitions, business continuity and transition, executive compensation and asset protection.
Prior to his career in financial services, Michael owned and operated two small businesses. He joined American Express Financial Advisors in 1992, becoming a training manager and then a district manager. In 1994, Michael participated in initial pilot program at American Express Financial Advisors to create a CPA and financial advisor team designed specifically to work with small business owners. This became a key component of the American Express Small Business program that was launched two years later. Michael joined EHG Financial Planning Services in 1999.
Michael earned a bachelor’s in human resource development, minor in business management from Brigham Young University – Hawaii Campus, which he completed while running a small business. A CERTIFIED FINANCIAL PLANNER practitioner, Michael holds the Series 7 and state securities licenses, as well as life, health and disability insurance licenses.
Born and raised in Southern California, Michael lives in south Orange County with his wife and two children. He enjoys ocean-related sports and collects and restores cars. He is a member of the San Diego Jaguar Club and Mercedes Benz M100 Club.
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