Rydan D. Case, ChFC®, CFP®, RFC

Rydan has been in the financial services industry for nearly 20 years. In his role at the firm, he meets with affluent clients to ensure that their financial plan is on track and works with the team to identify ways for the firm to provide better service for clients.

Rydan holds a number of prestigious industry designations, including being a Chartered Financial Consultant® (ChFC®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). Rydan is also a member of the International Association of Registered Financial Consultant and graduated Summa Cum Laude from Arizona State University. His father was one of the first CFPs® in Michigan and he taught CFP® courses at a local college. This love of education was passed along to Rydan, which is one of the reasons why he is passionate about bettering himself for his clients. He believes that one of the most important parts of his job is educating clients on what their options are, the pros and cons of their financial decisions, and their goals. Rydan’s ability to make technical financial planning strategies easy to understand is one of the reasons why clients enjoy working with him.

In his free time, Rydan enjoys hiking, biking, traveling to new countries to learn about other cultures, and spending time with his wife, Erin and his two kids. He is also an active member of the Chamber of Commerce in Laguna Niguel and on the Board of Advisors for Entrepreneurs’ Organization (EO), a global, peer-to-peer network of more than 13,000+ influential business owners.

Rydan D. Case, ChFC®, CFP®, RFC

Senior Wealth Advisor & Founding Partner