A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.
Ryan Cahill Financial planner serving Kalamazoo, MI Kalamazoo, MI
CFP簧, CFA簧
About me
The only full-time job Ive ever had is as a financial planner. Over 30 years ago, while standing at the sink washing dishes with my dad, I nervously told him I didnt want to be a lawyer and wanted to change my degree. I expected disappointment. Instead, he simply asked, Alright, what do you want to do then? I told him about this career called financial planning. I was excited but unsure would anyone take my advice seriously? He looked at me and said something Ill never forget: Ryan, your whole life youve tried to answer peoples questions. Your superpower is persuading people to do the right thing. That moment gave me the confidence to pursue a career Ive loved ever since. I lost my dad seven years ago, and I miss him every day. But his words still guide me.
Certifications
CERTIFIED FINANCIAL PLANNER簧
Chartered Financial Analyst簧
Education
Bachelor of Business Administration, Finance - Western Michigan University
Services
Financial planning, retirement planning, investment management, insurance guidance, tax planning, estate planning
Locations
Please see the important information below if the planner holds a CFP簧 designation. Not all planners will hold this designation.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP簧, CERTIFIED FINANCIAL PLANNER簧, and CFP簧 (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizations initial and ongoing certification requirements to use the certification marks.
Working With US
Financial planning is a personal pursuit. As your financial advisor, Ill get to know you your specific goals, your concerns and what you want to accomplish. By understanding where youd like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, well build a personalized plan that can give you the best opportunity to reach your goals.
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Certain services provided on an educational and guidance basis only.
Frequently Asked Questions
Yes, 91做厙 Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because its a legal requirement, but because its the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
A financial advisor can help you focus on the future and gain control of your personal finances. 91做厙 Engines financial advisors know how to help optimize your portfolio for today and adapt it for tomorrow. Our advisors will guide you every step of the way as you embark on your new journey.
While not all of our advisors are able to take on new clients at this time, if you have a preference to work with a particular advisor, we will do everything that we can to accommodate your request.
Every financial advisor at 91做厙 Engines is listed on our website with their credentials and work experience. You may use Find a Financial Planner to connect with an advisor near you.
You may also view the for financial advisors.
We recommend that you work with an advisor who is in your area. For those who do not live close to an 91做厙 Engines office or are otherwise unable to meet in person, we have the option of having a virtual relationship. Dont see a location near you? Our National Advisor Center can help.
Here at 91做厙 Engines our goal is to provide the very best service and experience possible to our clients. On our website, we have each of our advisors and their profiles available to the public. If you would prefer to meet with another advisor who was not assigned to you, please just let us know and we will do everything that we can to accommodate you.
Your wealth planning team is led by your local advisor in your area, who will get to know you your specific goals, your concerns and what you want to accomplish. Together, youll clarify what wealth means to you and explore how much further youd like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.
