Ryan Safko, CFP®, CIMA®, AWMA®, is the Family Office Planner at Altman Advisors. He is the firm’s dedicated financial planning resource and has a background in complex planning topics, including tax, insurance, trust, and estate planning, as well as executive compensation plans. He handles every step in the creation of tailored Financial Independence Plans, from discovery through plan building to plan implementation.
Ryan has a passion for helping people, which he discovered in his college days. Athletic and engaged in sports, he started training other athletes, and found that he gained great satisfaction from helping them morph and meet their goals through diet and exercise. After studying Finance and then Wealth Management, he saw that planning was the financial equivalent to the rewarding work he did as a personal trainer—focused on helping people identify and achieve their goals through informed analysis and practiced discipline. Personal finance can be a daunting topic for people, but Ryan excels at making it easily understandable for our clients.
Ryan holds a bachelor’s degree in finance from Pace University’s Lubin School of Business in New York City. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst®, and an Accredited Wealth Management AdvisorSM. He has worked as a Financial Planner and as a Senior Wealth Strategist for UBS Private Wealth, where he handled advanced planning for high net worth and ultra-high net worth clients with a focus on insurance and estate tax minimization strategies. He lives near Austin, where he is very close to his family and continues to pursue physical fitness through weight training, CrossFit, and hiking. He also has great enthusiasm for the Austin live music scene and classic American muscle cars.