Ryan C. Rayburn, CFP®, CEPA®

With over 25 years of dedicated experience in the industry, it has been Ryan’s honor to not only
assist his own clients, but also to help over 40 financial planners in a leadership capacity at all
levels in their careers. Establishing goals, creating a tailored plan to the individual or family, and
pursuing attainment of those goals, are truly the motivations that keep his passion for this industry
strong.

A professional, in-depth analysis focusing on financial independence and retirement planning is
the essence of what Ryan and the Strategic Wealth Partners team embody. Taking a holistic
approach on all matters, he is able to manage a wide variety of concerns and areas of financial
well-being.

Ryan received his Bachelor of Science in Finance from Arizona State University and has since
then earned his designation as a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED EXIT PLANNING ADVISOR practitioner. In addition to his education and CFP®, CEPA® and certifications, Ryan holds the series 6, 7, 24, 31, 63, 65 registrations through LPL Financial and multiple state Life and Health licenses.

Ryan is in the best company of all when he comes home to his little girl, Nora, son Everett and
beautiful wife, Britt. In his free time, Ryan loves all things cars; you’ll often find him showing
his children videos of performance cars, teaching them everything he knows. He has a hidden
talent for cooking and weekly date nights often consist of trying out new recipes. He also finds
great joy in giving back—during his time in Arizona he was very involved in the Boys and Girls
Club of Greater Scottsdale and the Active Phoenix 20/30, which focuses solely on improving the
lives of young children in the local community. Ryan and the SWP team are passionate about
giving back to local Dallas charities and strengthening the community by regularly supporting
HopeKids, Jonathan’s Place, and Feed My Starving Children.

Education, Certifications and Memberships

• B.A.Sc. Finance, Arizona State University, Tempe
• CERTIFIED FINANCIAL PLANNER™, CFP Board
• CERTIFIED EXIT PLANNING ADVISOR (CEPA®), Exit Planning Institute 
• Series 6, Investment Company Products/Variable Contracts Representative, FINRA, with LPL Financial
• Series 7, General Securities Representative, FINRA, with LPL Financial
• Series 24, General Securities Principal, FINRA, with LPL Financial
• Series 31, Futures Managed Funds Representative, FINRA, with LPL Financial
• Series 63, Uniform Securities Agent, FINRA, with LPL Financial
• Series 65, Uniform Investment Adviser, FINRA, with LPL Financial
• Insurance Agent, Accident, Health, Life, Variable Life, and Variable Annuities, Multiple States

Top Skills

Leadership | Data Analytics | Interpersonal Communication | Investment Strategies | Wealth Management