Ryan Safko, CFP®, CIMA®, AWMA®

Ryan Safko, CFP®, CIMA®, AWMA®

Advisor and Family Office Planner

Ryan Safko, CFP®, CIMA®, AWMA® is a key Advisor and dedicated Family Office Planner at Altman Advisors. He expertly handles complex financial planning including tax, insurance, and estate strategies, overseeing the Financial Independence Plan process from discovery to implementation. His approach ensures highly customized solutions for each client.

Ryan discovered his passion for helping others during his college days as a personal trainer, shaping his approach to financial planning to similarly guide clients towards their financial goals with clarity and discipline. He excels at demystifying personal finance, making it accessible and understandable for clients.

Ryan earned a bachelor’s degree in finance from Pace University’s Lubin School of Business in New York City. He holds the designations of CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Accredited Wealth Management Advisor®. Previously, Ryan served as a Senior Wealth Strategist at UBS, focusing on advanced planning for high net worth and ultra-high net worth clients, and is an inspiration to the entire team. His dedication is felt every day and Ben has entrusted him as lead advisor for many of the firm’s clients.

Residing near Austin, Ryan is deeply rooted in his family and personal fitness, regularly engaging in weight training, CrossFit, and hiking. He also immerses himself in the Austin live music scene and has a passion for classic American muscle cars.