As a Financial Advisor for Kades-Margolis, Ryan specializes in working with educators and their families to teach them the fundamentals of investment planning, analyze their current situation, and implement plans to help them achieve their goals. His objective is to work within their comfort level and build long-lasting relationships based on trust and education. “Most of my clients find investment and retirement planning a little overwhelming. My goal is to simplify the process and make it easier to comprehend. The key to being a successful investor is knowledge, patience and discipline. I ensure my clients understand the key role they play in their financial future.”
As a Registered Representative and Investment Advisor Representative of GWN Securities, Ryan can offer mutual funds, annuities, managed advisory investment platforms, college planning and retirement plans. He is separately licensed to sell life, accident, disability, and Long-Term Care insurance.
Working With Educators
The Pennsylvania State Education Association’s (PSEA) exclusive endorsement of KMC since 1974 is a testament to our long-standing commitment to serving public educators and their families. In working with public school employees, I have an in-depth knowledge of the Public School Employees Retirement System (PSERS), 403b retirement plans, and the unique needs of the education community.
Investment Goal Setting
Investing can be counter-intuitive and difficult, which is probably why it’s so scary for most people. The more you understand about how time and risk can affect the outcome, and the more clear the expectations are, the more positive the result. I focus on the behaviors that can derail my client’s path and how to address them.
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