Ryan K. Kosakura
ELEVATION WEALTH PARTNERS | Wealth Advisor & Director of Research
WALNUT CREEK, CA 94596
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CRD#: 6427822
Professional summary
Ryan Kenji Kosakura, CFA, CFP® is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Walnut Creek, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 1 firm .
Biography
Ryan is a Wealth Advisor and Director of Research responsible for developing and managing client relationships, designing financial plans and leading the ZRC investment committee.
As an advisor with Elevation Wealth Partners since 2014, Ryan loves working with individuals and families to achieve financial independence and a “work optional” lifestyle. He has embraced this FIRE (financial independence/retire early) mentality for more than 15 years.
Previously, Ryan worked in public accounting (Deloitte), telecom (Verizon Wireless), wireless start-ups and insurance (NASDAQ and Hudson Insurance Group).
Ryan and his wife Cheryl live in Walnut Creek, CA with their spoiled dog Teddy. In his time outside of work, Ryan enjoys travel, hiking the East Bay trails, reading, and supporting local non-profits.
Question & Answer
What are your service offerings?
Investment Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Kenji Kosakura'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
Education
University of California at Santa Barbara
BA - Economics
University of California at Irvine
Experience
Current
December 16, 2014 - Present
ELEVATION WEALTH PARTNERS, LLC
Office #1: 200 Pringle Avenue Suite 400, Walnut Creek, CA 94596RIA
CRD#: 123971
WALNUT CREEK, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 Terminated)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(12/16/2014)
Exams
Current Firm
EW
ELEVATION WEALTH PARTNERS, LLC
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
CRD#: 123971 / SEC#: 801-81152
RIA
Registered Investment Advisory firm - (3/17/2015 Approved)California
Registered Investment Advisory firm - (4/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Pringle Avenue Suite 400, Walnut Creek, CA 94596
Mailing Address
Phone number
(707) 524-6131
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 582,090,191 |
Red Flags
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Company Information
ELEVATION WEALTH PARTNERS, LLC
Wealth Advisor & Director of ResearchCRD#: 123971Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
