Broker Check

Ryan Chavez / Private Wealth Advisor

Ryan is a Financial Advisor at Integrated Wealth Management and head of our Financial Planning Team. As a financial advisor, he holds his own clients in his book of business as well as supports all advisors in the team with their clients planning needs. Working in collaboration with the other IWM Advisors, Ryan assists in figuring out where our clients are financially, what their goals are and what journey needs to be followed to pursue their personal life goals. He also participates on the Investment Team at IWM which gives him a greater understanding and ability to facilitate the integration of the financial plan to the investments we manage.

Ryan was born and raised in Los Gatos, California where he attended Los Gatos High School and later graduated with a bachelor’s of business administration-finance from the University of San Diego. As the son of an engineer and an optometrist, Ryan knew he wanted to work in the finance industry at a young age. He has always been fascinated by the economy and financial markets, but also has a need to serve others and make an impact in people’s lives. During his time in college Ryan worked as an intern for four years at IWM. He began with a summer internship position, but quickly became more valuable picking up work remotely and returning to the office during school breaks. Ryan graduated a semester early from college and returned to become a fully licensed member of the Integrated Wealth Management team. He passed both his series 7 registration, held through LPL, and series 66 registration, held through LPL and Strategic Wealth Advisors Group, in his first three months of being fully employed.

Ryan has a passion for continual learning and being on the cutting edge of planning and investment knowledge. He is currently enrolled in the college for financial planning working towards becoming a Certified Financial Planner. Being a Millennial along with his education and experience gives him a unique perspective on what motivates Millennials, the changing role they play in society and how to integrate the goals of their parents and grandparents to provide family and estate investment planning.

Ryan Chavez CA Insurance License #0K58387