David Ryan CFP®


Profession LogoFINANCIAL PLANNER
David Ryan CFP®

JD Bowen Financial Group

2020 Highway A1A
Suite 104
Indian Harbour Beach, FL 32937
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Profile

David is the Vice President of the JD Bowen Financial Group and a Registered Representative of LPL Financial. He holds over 15 years of experience in finance and currently holds his Series 66 and Series 7 License with LPL Financial, Florida Insurance License, and is a CERTIFIED FINANCIAL PLANNER ™ Professional.

David earned his Certificate in Financial Planning from the Florida State University. Prior to that, he earned his bachelor’s degree from the Florida Institute of Technology and has experience in building wealth, cash flow and debt management, retirement planning, estate planning strategies, investments, risk and insurance including Long Term Care, and tax planning strategies. David provides comprehensive financial planning and wealth management for multi-generations and also works with small business owners for wealth creation and preservation as well as 401k/retirement plan implementation and management. He also specializes in social security planning and claiming strategies. In addition to comprehensive financial planning and wealth management, David assists individuals with disabilities and their families with the unique financial challenges presented by living with a disability or having a child with a disability.

David is an active member of the Rotary Club of Indialantic where he participates in and supports many community non-profit organizations. He and his wife Karie have four children and are longtime residents of Indialantic. In his spare time, David enjoys kayaking, downhill skiing, sports, travel, and spending time with his family.

 

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