Before co-founding Capital South Wealth Management, LLC, Ryan was employed in the Life Care Planning industry and worked with individuals who have special needs for 10 years. His passion for helping people led him to his vocation as a Financial Planner in 2012. Drawing on his background, Ryan uses his specialized knowledge to work with families and individuals who have special needs. Ryan and the Capital South Wealth Management, LLC. team, work with the family, life care planners, attorneys, and trustees to coordinate the establishment and management of a comprehensive Special Needs plan. Ryan's goal is to work with professionals to protect individuals with disabilities due to accident or injury, protect their government benefits when receiving a court award or settlement through the use of Special Needs Trust.
Additionally, Ryan has extensive experience working in the retirement plan space. He works directly with entrepreneurs to find the appropriate retirement plan for their business and educates employees on the importance of saving for retirement.
Ryan is an alumnus of Louisiana Tech University and his professional securities registrations include, Series 7 General Securities Representative and Series 66 Investment Adviser Representative registrations held with LPL Financial, and Life, Health and Disability Insurance license. Ryan is a CERTIFIED FINANCIAL PLANNER™ Professional, and he is a Chartered Special Needs Consultant® additionally, he is a member of the Financial Planning Association. His focus on helping others also plays a role in his community involvement throughout the Baton Rouge area. Ryan is currently on the Board of Directors for Junior Achievement of Greater Baton Rouge and the Board of Governors of the Louisiana Legacy Golf Tournament. When he is not spending time with his wife and four kids, he enjoys serving others by volunteering.
"We are in the financial services profession to provide comprehensive, unbiased advice to the families we serve. We work to uphold the fiduciary standard and treat clients with respect, integrity, and transparency. We strive to make our clients' financial lives as comfortable as possible in a world where there are no guarantees."
Tell us about your special needs issue and we will put you in touch with Ryan Gisclair CFP, ChSNC