Ryan Brody

CFP®, RICP®, AIF®, CLTC®, TPCP®

I’ve spent most of my career helping people make smarter financial decisions, but I didn’t start out in this industry. Early on, I worked at hardware and software tech companies in Silicon Valley. The work was interesting, but something was missing - I wasn’t building real relationships. I wanted to do something that had a direct, lasting impact on people’s lives.

That’s what led me to financial planning. I saw an opportunity to combine my analytical side (math has always been my thing) with my deep desire to help people create security for themselves and their families. Retirement planning, in particular, is one of the most complex financial challenges people face, and I love helping my clients navigate it with clarity and confidence. As a Retirement Income Certified Professional®, I specialize in helping people make the most of their savings, ensuring their money lasts.

When I work with clients, I see my role as more than just analyzing numbers. People need leadership and someone to help them see the big picture so they can make decisions they feel good about. I want my clients to know they have someone in their corner who understands the complexities of wealth management and will guide them toward a secure future.

In 2024 and 2025, I was honored to be named one of Forbes's Best-in-State Financial Security Professionals. While recognition is always nice, what truly matters to me is the work behind it, and that’s helping my clients achieve lasting financial security.

Outside of work, I’m all about the outdoors. I grew up in the redwoods of Santa Cruz, and now I spend as much time as I can hiking, mushroom foraging, and lifting weights (which is its own kind of therapy). My wife and I have two young children, and being present for them is my top priority. Financial success is important, but at the end of the day, it’s about the life you build with the people who matter most. That’s what I want for myself, and that’s what I help my clients work toward every day. In the past, I’ve volunteered as a court-appointed special advocate for children in the foster system, and I continue to support charities that focus on helping kids.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0K11392.

These awards are not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2024 is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. https://www.forbes.com/profile/ryan-brody/