Our Qualifications

At Ryan Financial Services, we believe in providing superior customer service and support. Our financial professionals are dedicated to helping our clients develop and implement financial strategies that meet their unique needs.

DAVID W. RYAN, CPA, CFP®

Dave Ryan graduated from California State University, Chico, with a B.S. in business administration. A Certified Public Accountant, he has more than 30 years of experience in taxation, estate planning and financial consulting with individuals and small businesses. He earned the professional designation of Certified Financial Planner™ from the College of Financial Planning in Denver, Colorado.

To provide his clients the ability to implement comprehensive financial planning strategies, Dave is an Investment Adviser Representative and holds Series 7 and life insurance licenses.

CAROLINE M. RYAN, CPA, MBA

Carrie Ryan graduated from California State University, Chico, with a B.S. in business administration. She later returned to complete a Master of Business Administration. She is a Certified Public Accountant with more than 30 years of experience.

To provide her clients the ability to implement comprehensive financial planning strategies, Carrie is an Investment Adviser Representative and holds Series 7 and life insurance licenses.