Ryan Trebil,* CFA®

Ryan is a Chartered Financial Analyst®. He specializes in investment management strategies designed to build generational wealth for high-net-worth families. With over 20 years of experience in wealth management, tax planning and risk management, he helps his clients maximize their opportunities for success through holistic planning that addresses every aspect of their financial lives.

Ryan believes in the power of sticking to a long-term plan and not making reactionary decisions based on hype or short-term market noise. One of the most rewarding aspects of his job is the opportunity to advise people on some of their most significant life decisions, often involving money.

Before joining 360, Ryan honed his skills working with boutique advisory firms in Wells Fargo’s ultra-high-net-worth client group. He has an MBA in Finance from the University of St. Thomas and earned his undergrad degree from the University of Minnesota.

Ryan enjoys spending time away from work with his wife, Jessica, and skating in their backyard hockey rink with their boys.

More about Ryan

Favorite quote:

“Time is your friend; impulse is your enemy.” – John Bogle

My superpower:

Translating complicated financial babble into terms that make sense.

Advice:

Pay yourself first. Fund your savings goals first, monthly or yearly.

Favorite Book:

“The Intelligent Investor” by Benjamin Graham

 

 

 

 

*Investment advice offered through 360 Financial, a registered investment advisor.

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