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Ryan Delaney, CFA®
Strategic Partner- Freedom Partners
Ryan Delaney, CFA®
Ryan Delaney, CFA®
Ryan Delaney, CFA®
Ryan Delaney, CFA®
Ryan Delaney, CFA®
Ryan Delaney, CFA®
Direct
949.689.2579

What are 3 words people use to describe you?
Organized. Dependable. Handy.

What are you most grateful for?
Loving marriage and healthy kids.

What gets you excited about life?
Watching the growth and success of my two daughters.

What is the best advice you have ever been given?
Listening is more important than talking.

How do you define success?
Achieving your goals whether personal or professional, while living a balanced life.

What life lesson did you learn the hard way?
Life is short, appreciate what you have and make the most of it.

Freedom Partners provides hands-on support and training that focuses on enhancing and refining the people, processes, and poetry of the partner firms they serve. Their goal is to increase revenue, reduce costs, and help increase enterprise value. Freedom Partner’s A-Z back-office support is delivered by their team of professionals that have had long-standing careers in financial services.  Their experience has been in roles working closely with advisors, but also as top-tier sales representatives in client-facing sales roles. They have successfully helped build and run an RIA and have experienced the full life cycle of a firm.

Ryan’s responsibilities include maintaining company financials, working with all outsourced vendors, client billing, bill pay, cash flow forecasting, and budgeting. Ryan’s produces monthly business dashboards that focus on reducing expenses, increasing revenue and overall business efficiency.

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