Ryan Neupaver, CFP®, CEPA®
President at Santori & Peters, Inc.
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Santori & Peters, Inc.
Ryan Neupaver, CFP®, CEPA®
Canonsburg, PA
Serving Clients Nationwide
President at Santori & Peters, Inc.
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Ryan Neupaver is the President and Chief Compliance Officer of Santori & Peters, Inc., a Registered Investment Advisor personal wealth management firm located in Monroeville, Pennsylvania, a suburb of Pittsburgh.Ryan is a graduate of the Tepper School of Business at Carnegie Mellon University with a degree in finance and received his Master’s Degree in Business Administration from the Katz School of Business at the University of Pittsburgh. He has also completed course work for an Executive Certificate in Financial Planning through Duquesne’s University’s School of Leadership and Professional Advancement, subsequently completing the requirements to receive the Certified Financial Planner (CFP)® designation.
Ryan began his career providing investment advice to ultra-high-net-worth families while working for a multi-family office division of a Pittsburgh based bank. He then went on to become a partner at a local boutique investment management firm.
Prior to joining Santori & Peters, Inc. Ryan ran a private financial planning firm where he concentrated on providing comprehensive financial planning services to individuals, families, and business owners.
Active in the Pittsburgh community, Ryan serves on the board of directors for the Pittsburgh Zoo & PPG Aquarium. He is a graduate of The Leadership Development Initiative through Leadership Pittsburgh (Class XIX) and a board member of The Pittsburgh Financial Planning Association.
Ryan currently resides in Venetia, Pennsylvania with his wife, Kathleen, and their children, Parker, Maddox, Aidan, and Teagan.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- The AGC
Primary Location
380 Southpointe Blvd Suite 130 Canonsburg PA 15317
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or call us to schedule an 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
Wealth management is what we do. Creating legacies that last for generations is who we are.✔️ For Families & Individuals
We believe you deserve to live the life you have always dreamed of living. No matter what phase of your life you are in — Wealth Transfer, Wealth Preservation, Wealth Accumulation — a comprehensive plan supported by experienced and trusted wealth advisors will enhance your success.
✔️ For Business Owners
We believe you deserve to receive maximum value for your life’s work from your business. As a business owner, much of your time and effort is devoted to the growth and success of your business. We are known for helping successful business owners get clear on what they want to be known for beyond just the money.
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Our firm was built on the foundation of entrepreneurship and family businesses. This still applies today as we work with wealthy individuals and business owners.
Santori & Peters Difference:
✅ WHAT ARE WE FOR:
We stand for getting to know and understand your true family values, and against selling products.
✅ OUR COMMITMENT TO YOU:
We are committed to helping families define their core values, grow and prosper for generations.
✅ OUR CHALLENGE TO YOU:
We are going to challenge you to get clear on what you want your legacy to be. We are going to help you be intentional about it – doing it by design not by default.
Education
Carnegie Mellon University - Tepper School of Business | University of Pittsburgh, Katz Graduate School of Business MBA, Finance
Badges
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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