Matthew R. Ryan
FOCUSED MISSION FINANCIAL
SAN DIEGO, CA 92127
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CRD#: 6212129
Professional summary
Matthew Richard Ryan, CFP® is a registered financial advisor currently at FOCUSED MISSION FINANCIAL located in San Diego, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 2 firms .
Biography
When I was 7 years old, I remember going to the bank for the first time to deposit my birthday money. When I went to deposit the funds, the teller told me about Certificates of Deposit (or CDs). Apparently, if I gave my birthday money to the bank and let them put it in a CD, 12-months later they would give me my money back and MORE! That seemingly small lesson into the financial world sparked my passion for investing and making smart financial decisions.
That spark ignited my career as a financial advisor where I now use my passion to help others in an area which is extremely sensitive and personal. I enjoy the research and analysis, but the most rewarding part of my job is seeing my clients’ goals come to fruition. That is what gets me up every day and motivates me to continue learning and growing myself.
I’ve studied over a 1,000 hours (yes, I tracked it in excel) to obtain two designations. I hold the CERTIFIED FINANCIAL PLANNER TM (CFP ®) designation and the Chartered Financial Analyst (CFA) designation. I pursued these two designations to continue learning and growing so that I may better serve my clients. I’m committed to being a lifelong learner and am always looking for ways to advance my knowledge and understanding in the financial planning or investment world.
Part of my mission in life is to also give back to my community. I’m an active member in the San Diego Rotary (a service organization) where I participate in several committees. I’m currently going through the LEAD San Diego program which is a leadership development program where I learn more about the key regional issues, strengthen personal leadership skills and establish community connections. I consider myself blessed in this life and it’s only right to pass those blessings along.
I launched Focused Mission Financial in 2022. I’m focused on my clients’ goals and I’m on a mission to see them reached.
Question & Answer
What are your service offerings?
Retirement Planning
Retirement Income Management
Education Planning
Investment Planning
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Small Business Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Asset Allocation
Investment Management
Getting Married
Starting a Family
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Matthew Ryan in a separate capacity, creates financial educational videos and hosts webinars for companies or other customers; non-investment related; address:11440 W. Bernardo Court, Suite 300 San Diego, CA 92127; education; sole prop; start date: 06/2024; less than 10% of monthly working hours or during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Richard Ryan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
September 12, 2022 - Present
FOCUSED MISSION FINANCIAL
Office #1: 11440 W. Bernardo Court Suite 300, San Diego, CA 92127RIA
CRD#: 322953
SAN DIEGO, CA
Past
January 26, 2018 - September 7, 2022
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
RIA
CRD#: 286567
SAN DIEGO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/12/2022)
IAR
Texas(4/24/2024)
Exams
Current Firm
FOCUSED MISSION FINANCIAL
FOCUSED MISSION FINANCIAL | FOCUSED MISSION FINANCIAL LLC
CRD#: 322953 / SEC#:
California
Registered Investment Advisory firm - (9/12/2022 Approved)Texas
Registered Investment Advisory firm - (4/4/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11440 W. Bernardo Court Suite 300, San Diego, CA 92127
Mailing Address
Phone number
(619) 279-5002
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 36,683,867 |
Red Flags
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