Ryan Cravitz, RICP®

Financial Planning For Individuals Within 5 Years Of Retirement

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Cravitz Financial & Insurance Solutions Ryan Cravitz, RICP®
Orange, CA

Serving Clients Nationwide

Financial Planning For Individuals Within 5 Years Of Retirement

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Social Security
  • Taxes

About Me

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.

Professional Designations

  • Retirement Income Certified Professional (RICP)

Affiliations

  • The AGC

Primary Location

500 N. State College Blvd. Suite 1100 Orange, CA 92868

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' to schedule a free introductory consultation. It starts with a 20 minute phone call for us to get to know each other. We will briefly discuss your financial situation and goals to ensure your situation matches with my expertise. You can also ask any questions you have about the process or anything you'd like to have clarified. It's important to make sure we are a good fit. I look forward to speaking with you.

About our Firm

Cravitz Financial & Insurance Solutions was founded to help retirees and soon to be retirees ensure that their retirement provides them with the financial peace of mind and security they need to enjoy their golden years.

Ryan Cravitz's comprehensive approach to financial planning takes a look not only at what your retirement income needs will be, but also the ramifications of your financial decisions. When advising clients Ryan looks at the 5 critical areas of planning:

✔️ Retirement Income & Social Security Maximization Planning
✔️ Advanced Tax Planning & Minimization Strategies
✔️ Investment & Risk Management Strategies
✔️ Emergency Planning
✔️ Estate & Legacy Planning

Discover what it means to have Security & Peace of Mind, call today: 1-714-462-9155

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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

Education

San Diego State University, Bachelor of Arts, Political Science | Mt. San Antonio College Associate's degree

Hobbies and Interests

  • Exercising
  • Family
  • Volleyball

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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