Ryan Cravitz, CFP^®

RICP^®

Financial Planner

Cravitz Financial & Insurance Solutions

500 N State College Blvd, Ste 1100
Orange, CA 92868-1625

FINANCIAL ADVISOR'S WEBSITE

https://cravitzfinancial.com/

(714) 462-9155 CONNECT WITH Ryan

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Ryan Cravitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cravitz Financial & Insurance Solutions in Orange, CA and the surrounding communities.

Financial Advisor Experience

Hi, I'm Ryan Cravitz. I’ve been working in the financial industry for 24 years now. My passion is helping people who are serious about their financial future simplify their financial lives and retire with confidence and peace of mind. I am an independent Financial Advisor who's passionate about providing holistic retirement planning services for retirees and pre-retirees. We provide strategic income planning, insurance planning, tax planning, investment solutions, and portfolio management. I value an education-based relationship with my clients; I want to make sure you feel empowered to make informed financial decisions that will help you reach your unique financial goals. In 2011, after a decade spent working at some of the biggest names in the financial planning industry, I realized I would have the greatest impact by opening my own independent financial firm. That has allowed me to continue my work of helping friends, neighbors, my community here in Orange County, California, and other families all over the country achieve financial independence. I am dedicated to ongoing education. I am a graduate of San Diego State University and hold a Bachelor's degree in political science. I have also obtained the Retirement Income Certified Professional® designation from the American College of Financial Services. The RICP® designation signifies a financial advisor has advanced education, and specialized knowledge to help you navigate all the complexities involved in helping you plan a secure and sustainable retirement. Throughout the year, I conduct Retirement Planning workshops to help people sort through the complexities that come with retiring, and I help them build a roadmap that will ensure they can retire with confidence. I also host a podcast called Candid Conversations: Retirement Talk with Ryan Cravitz. We discuss all things retirement from Social Security, income planning, investing, taxes, and more. I was born and raised in southern California, and currently live in Newport Beach. When I'm not designing financial plans you can find me playing beach volleyball, and spending time with my wife Racheal and our six-year old son Cody.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Fixed annuities

Broker-Dealer Disclaimer

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. CA Insurance Lic #0C86000

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth