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Profile

Ryan Firth

Phone: (346)704-4690
Fax:

Biography

Former Big 4 alumnus

Organizations

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

New YorkSince 05/23/2003
TexasSince 07/01/2020

Education

Areas of Expertise

Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Firm Practice Management
   Financial and Admin Operations
   Human Capital
   Marketing
   Practice Growth and Client Service
   Strategy and Planning
   Succession Planning
Industry
   Broker/Dealers
   Investment Companies
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services