Certified Financial Planner Ryan Miyamoto, CFP®

Financial Planners, Investing, Financial Advising

35 N Lake Ave # 710, Pasadena, CA 91101

Reviews for Certified Financial Planner Ryan Miyamoto, CFP®

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  • Oct 2023

    Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several friends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.

  • Oct 2022

    Ryan is really fantastic to work with. My husband I and were searching for a financial planner on a flat fee basis where we could explore different scenarios and planning options for our future. Ryan was incredibly thorough and took us through multiple options and tips for handling different scenarios. His advice was excellent, and we were very pleased we chose him to work with! We're now implementing a number of suggestions he made and feel confident we're headed in the right direction. He's very thorough, honest, and knowledgeable. Now that we've found him, we will be sticking with him for future financial planning or other needs we have!

  • Dec 2019

    I decided to engage Ryan's services after starting my own marketing consulting business and being very worried about how I would keep myself financially afloat during this transition. I was initially drawn to him because of his "fee only" model but then really grew to like him and his personality. He is very laid back and speaks in terms that I can understand, even though I sometimes feel financially illiterate. He has also been super encouraging of me and my business goals; while working with him, I always felt like I had a supporter in my corner! I would highly recommend Ryan to anyone who needs a financial advisor, especially if you're a millennial who's struggling to navigate the financial challenges that come with being a part of this generation. After your initial consultation with him, you'll understand exactly why he's so well-reviewed on Yelp!

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Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only

Certified Financial Planner Ryan Miyamoto, CFP®

35 N Lake Ave # 710, Pasadena

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