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Ryan Davis, AIF®

Guiding clients towards realizing their vision of security and fulfillment

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FIDES Wealth Strategies Group Ryan Davis, AIF®
,

Serving Clients Nationwide

Guiding clients towards realizing their vision of security and fulfillment

(619) 546-6013

Website

Areas of Focus

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Business Owners
  • Education Funding
  • Life Insurance
  • Employee Benefits

About Ryan Davis, AIF®

I joined our team in early 2021, bringing nine years of experience in the financial services industry. I started my career at North Island Credit Union, working out of branches all over San Diego and eventually became the only remotely based financial advisor, covering both San Diego and Los Angeles territories. During my time as the remote advisor, I learned how to effectively utilize financial technology to support clients, and this experience became invaluable during the pandemic when many advisors and clients were forced to work remotely on investment and retirement planning. Combining my knowledge from both the banking and investment management worlds, I now serve FIDES clients with dedication and detail-oriented care. I am passionate about educating clients in investing and retirement planning. I believe that these concepts give clients confidence in their plans and help them to reach their long-term goals. A San Diego native, my wife Katie and I live in Lakeside, and you can often find me hiking around the local trails or spending time with my family.

Professional Designations

  • Accredited Investment Fiduciary (AIF)

Primary Location

7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108

Video

https://www.youtube.com/watch?v=V04FNdFgQcY

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • Percentage of Assets Managed
  • Commissions

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About FIDES Wealth Strategies Group

FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence. As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience. Who We Serve We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth. Our Services Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning. As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy. Why Work With Us We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision. Investment advice is offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC, The Wealth Consulting Group, and FIDES Wealth Strategies Group are separate entities, and neither FIDES Wealth Strategies Group nor WCG Wealth Advisors, LLC offers tax or legal advice.

Hobbies and Interests

  • Hiking
  • Family

SEC Lookup

View Disclosure

Who We Serve

  • Corporate Executives
  • Business Owners
  • Entrepreneurs
  • Living in Retirement
  • Intergenerational Families
  • Baby Boomers
  • Gen X
  • Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.