Ryan Del Carlo
Financial Advisor
Introduction
Ryan has worked in financial services for over a decade and has been a practicing financial advisor for two years. He has worked with such firms as Wells Fargo, Golden 1 Credit Union, and JP Morgan Chase Bank. Ryan received a bachelor’s degree in Business Administration from Fresno Pacific University, and he holds the FINRA Series 6, 63, 65, and 7 licenses. Ryan loves to get to know his clients and their motivations to help them identify a financial strategy based on their unique lifestyle.
“Everyone is different,” Ryan said. “I want to become familiar with you, your goals, and what you’re comfortable with. Once I know that, we’ll work together to make your financial strategy a success.”
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Christie Terranova
Office Administrator
Anna Alarcon
Administrative Assistant and Insurance Coordinator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Executive Team
James Slaughter
President, CGO & Founder
Giancarlo Foti
CEO & Founder
Location & Contact Information
915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678
(916) 891-2557 | Office (559) 420-0288 | Mobile (916) 891-5907 | Fax