CoverProfile

Rydan Case

Founding Partner, Director of Financial Planning

Ironwood Wealth Management LLC

United States, California, Orange County

About Me

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
View more

Profile Information

Founding Partner, Director of Financial Planning

Ironwood Wealth Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orange County

California

United States

May 15, 2024

More profiles to browse

RW
Rex Weeks
Jr. Portfolio Manager
Profile Photo
Lauren Chavez
Wealth Management Advisor and Wealth Advisor
CR
Cean Rogers
Chief Executive Officer, Founding Partner
Profile Photo
Alexander Marek
Founding Partner, Senior Wealth Advisor

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RD
Russ Degitz
Principal
Huntington University