Paul V. Ryan, Jr. CFP®
Founder and Managing Director
Paul V. Ryan, Jr., CFP® is a leading Wealth Manager and Fiduciary Financial Advisor serving individuals and families preparing for and during their retirement. As Founder and Managing Director of Flagship Wealth Advisors, LLC, Paul has built a successful group practice of like-minded financial advisors and professional staff. “Everyone on our team shares a deep commitment to putting clients first and to working together with individuals and families to create highly personalized financial plans,” he says. “This approach extends to every interaction our staff has with our clients.”
As a Fiduciary Financial Advisor, Paul is held to the industry’s highest standards. “Because we are fiduciaries, we are entrusted with managing our clients’ assets and acting in their very best interest. We always put our clients’ needs first.” A native of Cambridge, Massachusetts, Paul worked in the banking industry early in his financial career. He then changed course and put his financial savvy and industry knowledge to work for clients—to help others manage their assets and plan their financial lives. He became a Certified Financial Planner (CFP®) in January 1997. Later that year, Paul founded Flagship Wealth Advisors, LLC, a Registered Investment Advisory Firm based in Wakefield, Massachusetts.
Paul has extensive experience in the areas of retirement planning, investment portfolio design, wealth distribution strategies, income and estate tax planning, and long-term care planning. In addition to managing and directing Flagship Wealth Advisors, LLC, Paul has been affiliated with Royal Alliance Associates, Inc.—an independent registered broker/dealer and member of FINRA/SIPC—since 1992. He has served the company in various capacities, including representing his fellow advisors on the Northeast Regional Advisory Panel. He was also a Registered Principal and Branch Manager. As a former Managing Executive, Paul was responsible for the supervision of 25 satellite offices in the Northeast. Through his Royal Alliance affiliation, Paul was a Bonus Group Manager of one of the largest financial planning firms in the Northeast. His group of advisors is entrusted with over $1 billion in client assets.
He has been a member of Royal Court,* a select group of Royal Alliance Advisors based on production, for the past 12 years, and is also an active member of the Northeast Study Group since 2000. Paul graduated Cum Laude from Harvard University with a Bachelor of Liberal Arts Degree in Extension Studies. He became a Registered Representative in 1988 and holds a Series 7, 24, 6, 63, 65, 4, 53, life and health licenses. Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). He is licensed in all 50 states.
Paul supports the Massachusetts nonprofit advocacy group Horizons for Homeless Children, as well as the Boston Lyric Opera. He enjoys traveling, boating, and spending time with his family. He is also an avid hiker and has climbed Mount Kilimanjaro in Africa, Mount Elbrus in Russia, and Mount Aconcagua in Argentina.
*This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.