Ryan O’Shea


Ryan is a seasoned financial planner renowned for his exceptional expertise in life insurance strategies. With a wealth of experience spanning two decades, Ryan has become a trusted partner for individuals, couples, and small business owners seeking comprehensive and tailored life insurance solutions. 

Ryan’s commitment to guiding his clients toward financial security has set him apart. Drawing from his solid educational background in finance, he embarked on a journey that led him to become a distinguished Investment Advisor and wealth strategist, specializing in the intricate realm of life insurance. 

Ryan’s career trajectory began with a distinguished tenure at a prominent brokerage firm. Today, as an independent planner, Ryan seamlessly blends his extensive industry experience with his dedication to serving his clients’ best interests. The autonomy of his practice empowers him to craft innovative life insurance strategies that align perfectly with his clients’ unique needs and aspirations. 

Education lies at the heart of Ryan’s philosophy. Beyond being a financial advisor, he sees himself as a financial educator, empowering his clients with the knowledge they need to make informed decisions about their life insurance choices. In this collaborative approach, clients remain at the forefront of the decision-making process, with Ryan offering guidance and expertise every step of the way. 

Ryan’s ongoing pursuit of knowledge is a hallmark of his professionalism. He actively participates in industry training events, constantly staying abreast of the evolving landscape of life insurance. This dedication ensures that his clients receive the most up- to-date and effective strategies available, tailored specifically to their needs.. 

Outside the realm of finance, Ryan loves to spend time with his three children. He is also an outdoor and sports enthusiast.

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