Cima® Ryan A Wharton

Ryan A Wharton, CFP® CIMA®, is a highly qualified financial professional with a diverse educational background and extensive experience in the financial services industry.

He holds a Bachelor of Science in Economics from Northern Kentucky University, an Executive Certificate in Financial Planning, and an MBA in Finance from Xavier University, where he also studied Investment Management Theory & Practice at the School of Management.

Ryan has held key roles at reputable financial institutions, including Fidelity Investments as a Financial Consultant, Credent Wealth Management as the Director of Corporate Development, and various managerial and consultancy positions at TD Ameritrade, Fifth Third Bank, Waddell & Reed, and Fidelity Investments.

His expertise spans investment management, financial planning, corporate development, and client relationship management, reflecting a strong foundation in both theory and practice within the finance industry.