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Ryan Kaysen, CFP®

Helping young families embark on their financial planning journey.

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Integritas Financial Ryan Kaysen, CFP®
Blue Bell, Pennsylvania

Serving Clients Nationwide

Helping young families embark on their financial planning journey.

Website

Areas of Focus

  • Divorce Financial Planning
  • Estate Planning
  • Family and Money
  • Inherited Wealth
  • Investment Management

About Me

Hi, I'm Ryan Kaysen. I can be considered a Ryan-of-many-trades.

I have worked with institutions as well as individuals to help build success through different paths.

While I have a long educational background, with my MBA in Financial Planning and CFP®, the best education I have received was through my own trial and error with my exposure to different financial situations.

I was able to pay off my student loans at a young age by teaching myself organized budgeting techniques. I learned how to save and buy a house on my own and sell it for a profit. I participated in real estate investing by renting and flipping a property. I scaled the corporate ranks before working for my father’s small business. There, I learned how to manage the finances of a small business and manage a defined contribution plan as well as set up other employee benefits packages. Now I am working to help my father with an exit plan so he can enjoy a comfortable retirement.

All of this added up to give me the confidence to start my own firm to share my knowledge, experience, and passion so that my clients can find a path to financial freedom.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

488 Norristown Road, Suite 140, Blue Bell, PA 19422

Meeting Options

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

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. 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 our Firm

Integritas Financial (IF) is a fee-only, fully remote, fiduciary run financial planning firm.

Operating as a solo-practice, IF utilizes technology to create a co-planning experience that educates clients along the way to creating a flexible financial plan to cultivate a prosperous future.

IF works with individuals and families who have never worked on a plan or need a fresh start. Many young families tend to not use their parents’ advisors because those advisors don’t understand the needs of someone trying to learn financial strategies while keeping costs reasonable.

Clients with existing plans come to IF to be given better value through more communication, modern technology that keeps the client in sync with the plan updates, and transparent pricing.

✅ Advice that is aligned with you: Being 'fee-only' means that we only get paid by you - not by mutual fund or insurance companies. Why is being fee-only important? Because you know that our advice is not influenced by companies that are willing to pay us commissions to sell financial products to you (which is, unfortunately, a very common problem in our industry).

✅ The best advice for your life: As a fiduciary, we are required to put your interests first by providing the best advice for your particular needs. Doesn't every financial advisor put your needs first? Unfortunately not. Only Registered Investment Advisory (RIA) firms are fiduciaries that are required to do so by law. We are proud to be an RIA firm.

✅ Certified financial planning: CFP® certification is the gold standard for financial planners. We are proud to be among the true financial planners who carry the CFP® designation. Not only does the CFP® designation imply a level of expertise in financial planning, it lets you know that the planner abides by the CFP Board's Code of Ethics and Standards of Conduct.

Education

Saint Joseph's University - Erivan K. Haub School of Business, MBA | Cabrini University, Bachelor of Science

Volunteer Experience

AdvisersGiveBack.org Pro Bono financial planning for under-resourced families.

Hobbies and Interests

  • Cooking
  • Family
  • Fishing
  • Golf
  • Grilling
  • Hiking
  • Traveling

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/5730799

Who We Serve

  • Attorneys
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Travel Lovers
  • Widow
  • Young Families

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.

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