Ryan Lau
Ryan is a financial advisor who prioritizes clear, straightforward communication, ensuring clients fully understand their financial strategies. When it comes to retirement income planning, Ryan takes a holistic, product-agnostic approach to help clients achieve their long-term financial goals.
Committed to honesty and realistic expectations, Ryan is known for being authentic, attentive, and detail-oriented. His satisfaction comes from helping clients fulfill their financial aspirations, whether it’s planning for retirement or saving for a child’s education.
A dedicated problem solver, Ryan’s drive is fueled by a strong work ethic developed through competitive sports. He is especially proud of completing the Chartered Special Needs Consultant (ChSNC®) program in honor of his late daughter, equipping him with expertise in planning for individuals with special needs. Ryan holds his RICP® and ChSNC® certifications, and a B.S. in Finance from the University of South Florida (Cum Laude).
Licenses + Certifications
Series 65
Series 63
Securities Industry Essentials (SIE)
Series 7
2-15 Resident Health & Life (including annuities + variable contracts)
Retirement Income Certified Professional (RICP®)
Chartered Special Needs Consultant (ChSNC®)
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bull & Bear Wealth Management Partners are not affiliated.
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