Ryan E. Lewis, CFP® 

Ryan E. Lewis, CFP® is a financial advisor at ClearHaven Wealth Management with more than two decades of experience helping clients preserve today and position for tomorrow. He holds through LPL his Series 7, 66, and 31 licenses, as well as Health, Life, and Variable Annuity licenses, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Ryan's entry into the profession was nearly inevitable. His father joined the business in 1974 and became an early practitioner of discretionary portfolio management in the mid-1980s, so Ryan grew up surrounded by the work. What started as fascination in middle and high school deepened into purpose while earning his degree in Financial Services & Planning from Baylor University, where he discovered he could apply what he was learning to his own everyday life. He was drawn to the problem-solving nature of financial planning—approaching each client's situation almost like a puzzle to be solved.

Today, Ryan serves a broad range of clients, including business owners, lawyers, professors, teachers, doctors, executives, retirees, divorcees, widows and widowers, individuals with special needs, trust investments, and some institutional funds. Most of his client relationships are fee-based advisory relationships built on assets under management. When appropriate, he also recommends annuity or insurance solutions to address specific income, protection, legacy, or risk-management needs. He believes clients deserve clear explanations of costs, compensation, alternatives, and potential conflicts before making important financial decisions.

What Ryan loves most about his work is the combination of portfolio management, financial planning, and the role he often plays as a steady hand for clients during market selloffs and economic shocks. He excels at keeping an even keel when others are panicking. His overall approach brings together comprehensive financial planning, disciplined portfolio management, and thoughtful risk management—helping clients clarify their goals, understand their risk capacity, and build investment strategies designed to remain aligned through changing market cycles.

Ryan grew up in Woodbury and still lives there today with his wife, Becky, and their twins, Hudson and Avery, along with the family's new puppy, Teddi. Away from the office, he enjoys golf and travel, coaching his son's hockey teams, and watching his daughter's gymnastics competitions.

CA Insurance Lic. #0G35034