SAN DIEGO, May 22, 2024 /PRNewswire/ -- Presidio Capital
Management, one of San Diego's leading wealth management
firms, is proud to announce that Ryan Sandler, CFA has joined
the firm as our newest Wealth Manager.
Ryan brings a rich blend of experience, dedication to
excellence, and a notable background in both education and
athletics. After graduating from Canyon Crest High School in
San Diego, Ryan earned his
bachelor's degree in business from the University of California, Berkeley. As a Division
One baseball player, he sharpened his competitive edge and further
developed his foundational leadership and teamwork skills.
Following a successful career in software sales, Ryan
transitioned to finance where he earned the prestigious CFA
designation—achieved by less than 2% of wealth managers nationwide.
Over the past five years, Ryan has led investment teams in building
and managing model portfolios and devising investment strategies
for his clients.
Ryan's transition to wealth management is fueled by his desire
to make a meaningful impact on people's lives. He was drawn to our
team by Presidio's core focus: to help people live better lives. At
Presidio, Ryan aims to blend his financial expertise with our
mission, guiding our clients to not only financial success but also
to a richer, more fulfilling life.
"Joining Presidio Capital Management marks a pivotal chapter in
my career. The values and goals here align perfectly with my own
aspirations to help our clients achieve greater security and
satisfaction through thoughtful wealth management. It's about more
than just the numbers; it's about empowering our clients to lead
the life they've always envisioned and having a feeling of safety
and security," says Ryan
Sandler.
We are excited to welcome Ryan to our growing team. His
dedication to transforming the wealth management experience, his
remarkable analytical skills, and his genuine care for clients make
him a valuable addition to Presidio. We look forward to the new
perspectives and innovations he will bring to our team.
We are confident that his expertise, passion for helping others,
and dedication to excellence will significantly enhance the firm's
ability to deliver exceptional service to our clients.
About Presidio Capital Management
Recently recognized
in the top five for RIA Channel's 2022 Top Wealth Managers by
Growth, Presidio offers a math-based approach to client solutions
to ultimately help them live better lives. The firm manages
approximately $350Million across
approximately 200+ households. The firm specializes in portfolio
construction, financial planning, and designing and implementing
sustainable income strategies for individuals, families, and
trusts.
See attached doc for reference.
For more information, visit www.presidiocm.com
Media Contact:
Presidio Capital Management
Dustin TenBroeck
dustin@presidiocm.com
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SOURCE Presidio Capital Management