Williams & O'Connor Financial Planning Group
CFP, CEPA, CVGA, RICP, AEP, CLU
We are a multi-specialized planning team that specializes working with Business Owners, HNW Households and emerging affluent professionals. Ryan received his degree in Business Administration from the State University of New York at Geneseo where he concentrated his studies on finance, economics, and political science. He has achieved the following professional designations and industry achievements: CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP), The Accredited Estate Planner (AEP)
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