Ryan T. Fleming, CFP, MSFS, ChFC, CLU, CASL, AEP*Certified Financial Planner™
Phone: (425) 641-8788, ext 216 Ryan T. Fleming, CFP®, MSFS, ChFC®, CLU®, CASL™, AEP* Ryan Fleming was raised in Washington and currently resides in Kirkland with his wife Caroline and their two sons, Peter and Evan. He graduated from the University of Washington where he was also a three-year starter in football for the Huskies, in addition to being an Academic All-American each of those seasons. As a member of the Husky Football team, he participated in the 2001 Rose Bowl game. He is a Financial Advisor with Pacific Capital Resource Group, Inc., and has earned his Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor for Senior Living and Accredited Estate Planner designations. Ryan also obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. Since many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities for themselves, their business, or their family. They also take unnecessary risks and fail to adequately protect that which is most important to them. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. We help clients and their families achieve financial security and independence. We work with them to articulate the financial goals that are most important to them and help set a path for achieving those objectives, all the while seeking to protect and preserve the wealth they have accumulated. Our clients range from professional athletes and small-business owners, to individuals and families of every age and background. As a partner for the long haul, we get to know our clients as the unique individuals they are. Our greatest satisfaction comes from knowing that we are making a difference in our clients' lives.
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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