Real Wealth® Advisors rate this presenter:
Ryan Ponsford has been involved in wealth management and real estate for nearly two decades. Early in his Private Banking career, Ryan recognized that the majority of his most successful clients had accumulated wealth in one of three ways: owning a business, through real estate, or from inheritance. He also recognized that most families lost their wealth within three generations. Armed with this information, and observing that most financial institutions do a very poor job addressing these opportunities and issues, Ryan began assembling a team that would partner with investors and families to more effectively manage investment risk, keep more of what they accumulate, create value by recognizing unique opportunities, and give with greater impact.
Ryan possesses a unique ability to recognize the source of problems, provide clarity for solutions, and grasps the impact solutions will have on the peripheral of clients’ lives.
Mr. Ponsford graduated from Point Loma Nazarene University with a degree in Industrial-Organizational Psychology and extensive coursework in Chemistry. In addition, he holds securities licenses, professional licenses for Life and Health Insurance, California Partnership Long Term Care, is a Real Estate Broker, and holds multiple industry certifications.
Ryan has participated in several industry-specific mastermind groups including the Laureate in Wealth Strategies, InKnowVision, SunBridge Legacy Advisors, Advisors in Philanthropy, and the Southern California Institute.
He is a sought-after speaker for client and industry events, investment conferences, private investment clubs, and family gatherings.
Resources from Ryan:
- Visit MainStreetPhilanthropy.com to get involved with the movement!
- Email Ryan: firstname.lastname@example.org
- Call Ryan: (858) 255-1680
- Connect with Ryan on LinkedIn, Twitter and Facebook