Ryan J. Marshall

Ryan J. Marshall

CFP®

Phone: 201.848.0704
Fax: 201.847.0506
E-mail:

Series 7 and Series 66 Registration

Life, Health, & Variable Insurance License: NJ

Ryan J. Marshall is a CERTIFIED FINANCIAL PLANNER™ professional. He is a graduate of Montclair State University with a Bachelors Degree in Finance. Ryan has been in the financial services business since 2003 and holds registrations for Series 7 and 66. 

Over the years Ryan has executed many tasks.  In the past, some responsibilities he has accomplished have been acting as a liaison between branches and mutual fund companies, a Product Manager for over 30 mutual fund companies with approximately $10 billion in investments.  Conducting financial research for clients consisting of an assortment of appropriate investment vehicles based on portfolio objectives, retirement planning and college savings plan scenarios are part of his expierence as well.  Ryan’s technical and operational background has given him a strong foundation for his role as a Financial Advisor to his clients.  He is a member of the Financial Services Institute and Financial Planning Association.

Ryan resides in the borough of Hawthorne with his wife, Amanda and their sons John & Joseph. His passion is helping clients achieve the great goals of life: the education of one’s children and grandchildren, a dignified and independent retirement, and the ability to leave a financial legacy for loved ones.