Ryan Goldenhar, CFA, CFP®

Specialized financial guidance for professionals with ISOs, NSOs, RSUs and RSAs

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Wealth With Options Ryan Goldenhar, CFA, CFP®
San Diego, CA

Serving Clients Nationwide

Specialized financial guidance for professionals with ISOs, NSOs, RSUs and RSAs

Areas of Focus

  • Alternative Investments
  • Capital Gains
  • Cash Flow
  • 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 Me

Hi, I'm Ryan Goldenhar. I've spent many years 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?


⚾ 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

  • Chartered Financial Analyst (CFA)


  • CFA Institute
  • CFP Board

Primary Location

11622 El Camino Real, 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


About our Firm

I work with my business partner, Jackie Lewis, to provide you with a team experience. We started this journey in 2006 as two separate advisors at a large private bank, teaching people about the importance of good money habits. After a few years, we realized we could provide a better environment for them in the independent space. We joined forces in 2019 and our humble beginnings led us to specialize in working with incredibly busy, smart people who believe in professional advice and delegation.

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.


University of Southern California, Master of Arts | California State University, Northridge Bachelor of Arts


Hobbies and Interests

  • Baseball
  • Bird Watching
  • Cooking
  • Eating Out
  • Family
  • Movies
  • Music
  • Reading
  • Skiing
  • Television
  • Theater
  • Traveling
  • Video Games
  • Volunteering
  • Walking
  • Working Out

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.