Ryan Alonso
About Ryan
Ryan Alonso works with purpose driven individuals and families who want clarity, confidence, and intention behind their financial decisions. You value thoughtful planning, meaningful work, and building a life that aligns with what matters most — not just today, but for decades to come.
After more than 20 years in pastoral leadership, coaching, and organizational development, Ryan brings a people first approach to financial planning. His work is grounded in listening well, asking the right questions, and helping clients connect their values to practical strategies around income, investments, and long term goals. As an Investment Advisor Representative with RJFSA and a Series 65 registration, Ryan serves as a steady partner in navigating both opportunities and complexity.
Outside the office, Ryan enjoys surfing, staying active outdoors, coaching on the ball field, and spending time with his wife Amanda and their two kids. Together, they’re building a life rooted in faith, adventure, and community.
Built for Purpose Driven Professionals
Services
Retirement Income Planning
Build a sustainable income strategy that transitions your career earnings into long-term financial independence.
Investment Management
Evidence-based portfolio design tailored to your risk tolerance, timeline, and equity compensation structure.
Tax Efficiency
Optimize RSUs, ISOs, 401(k)s, and capital gains strategies to keep more of what you earn.
Estate Planning
Ensure your assets flow intentionally protecting your family, your legacy, and your values.
The Approach
Values-Led Planning
Financial decisions anchored in what matters most — aligning money with purpose, priorities, and long term vision.
Clarity Through Conversation
Plain spoken guidance with thoughtful context — so every recommendation is understood, intentional, and actionable.
Confidence Over Time
Strategies built to adapt as life evolves — supporting stability, flexibility, and peace of mind through every season.
More About Ryan
Background
Outside of Work
- Outdoors enthusiast who enjoys surfing, staying active, and time in nature
- Family first mindset — grounded, present, and values meaningful time together
- Travel focused, always seeking new experiences and perspectives