Ryan Goldenhar, CFA®, CFP®
Portfolio manager, financial planner and trusted partner to wealthy families
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Serving Clients Nationwide
Portfolio manager, financial planner and trusted partner to wealthy families
Areas of Focus
- Alternative Investments
- Capital Gains
- Cash Flow
- Coaching
- Compensation Planning
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Exit Planning
- Family and Money
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Money Psychology
- Owning a Business
- Real Estate Investing
- Retirement Planning
- Taxes
- Travel
About Ryan Goldenhar, CFA®, CFP®
Hi, I'm Ryan Goldenhar. I've spent over two decades working with financially successful individuals and families to help them manage their wealth through a variety of economic environments. From this experience, I've come to understand how our emotions impact our financial decisions. Your investments will generate huge emotions around fear and greed, especially when the market is volatile. I co-founded Wealth With Options to help you succeed on your terms and live your best life.I worked as a portfolio manager for a large private bank for over 12 years, helping very wealthy families preserve and grow their wealth. Now I enjoy bringing this experience and private bank level service to you as you begin your wealth journey.
I'm a proud husband and father of two teenagers. My wife is a clinical psychologist and sometimes I feel like I'm doing more of her work with our clients than she does with hers. Besides your family, the only thing that likely makes you as emotional is your money. Would you agree?
My Passions Outside Work:
The Padres: If the Padres are playing, we're likely watching on TV or going to Petco Park. Baseball can teach us a lot about life and investing.
Travel: We've got a list of places we have visited and a longer one of places we still want to get to. Happy to share both with you! Seeing the world opens our eyes to different perspectives and ways of life.
History: Nerd alert here! I love learning about what's come before since it may give us insight into what's to come. As Harry Truman said, "the only thing new in the world is the history we don't know."
Still Being a Kid at Heart: Is it okay to still like Disney, Marvel/DC, Star Wars, Michael Jackson's Off the Wall album, and old-school 1980s video games? I sure hope so!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- CFP Board
Primary Location
11622 El Camino Real, Suite 100, San Diego, CA 92130
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free call. We'll discuss your challenges, goals, and our methods to see if we're a fit. We will give you honest feedback on your financial options. I look forward to speaking with you.Offers Investment Management
Yes
About Wealth With Options
I work with my business partner, Jackie Lewis, to provide you with a team experience. We started this professional journey way back in 2006 as two separate advisors [Jackie as a wealth advisor and me as a trust portfolio manager] with common clients at a large private bank, helping families maintain and grow their wealth over time. Ultimately, we realized we could provide a better experience for our clients in the independent space.We joined forces in 2019 and our humble beginnings after the private bank led us to specialize in working with incredibly busy, smart people who believe in hiring a trusted coach to deliver customized, professional advice to hold them accountable to help them execute on their financial plan over time.
Our clients tend to work in tech, receive equity compensation (ISOs, NSOs, RSUs, RSAs, PPUs, etc.) and want help in navigating the investment, planning and tax complexity that comes with it.
At Wealth With Options, we are a team oriented firm.
When you work with us, you gain access to an entire team, not just one person. We operate by a fiduciary standard which requires us to provide investment advice in our clients’ best interests and to provide a duty of undivided loyalty and utmost good faith.
Investment advisory services are offered through Mariner Platform Solutions ("MPS"), an SEC registered investment adviser. Wealth With Options is a separate business entity used for marketing purposes. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest.
Education
University of Southern California, Master of Arts
California State University, Northridge Bachelor of Arts
Volunteer Experience
Treasurer on the board of directors for Jewish Family Services of San Diego Member of the Finance Committee for Congregation Beth Israel of San Diego
Hobbies and Interests
- Baseball
- Bird Watching
- Cooking
- Eating Out
- Family
- Movies
- Music
- Reading
- Skiing
- Television
- Theater
- Traveling
- Video Games
- Volunteering
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Jewish
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Investors
- Technology Professionals
- Travel Lovers
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.
Knowledgable, Flexible, Holistic
A TRUE PROFESSIONAL...
Professionalism and Integrity
An excellent advisor
Five Stars
Trust and guidance in spades
I don't make financial decisions without Ryan!
Informative and fun fiduciary
Terrific thought partner, open-minded, and pro-active!
Everything you could need AND want
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