Ryan Bertrand, CFP®, CLU®
VP and Managing Director of Advanced Markets
Ryan brings over a decade of financial services industry experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.
Ryan’s background and experience provide an essential component for Advanced Markets. Working with the rest of the group, Ryan helps create a professional department that provides assistance in financial planning, estate planning, taxation, retirement plans, and charitable giving.