Ryan Bostwick

Financial Advisor, RJFS
Director, Cleartrack Financial Advisors

Ryan joins us as a Director and Financial Advisor. Ryan has 18 years of experience in financial services and has spent the last 15 years at Transamerica Capital, Inc. He worked with financial advisors providing investments products for their clients as well as various practice management ideas for the advisors. His advisory skills were instrumental in helping advisors and their clients on topics such as social security strategies and Medicare enrollment. In addition to the various securities and insurance licenses, Ryan holds the Certified Investment Management Analyst (CIMA®).

During his career, Ryan has made education a core of his client service focus. He has performed numerous public presentations at both large and small companies on various financial topics and has taught courses through the continuing educational departments at local universities. Ryan's addition to our team offers clients another experienced financial professional with financial planning and investment management skills. We are thrilled to add another advisor to the team.

Ryan, his wife Patrice along with their three children, Sophia, Porter, and Davis, live in Port Washington. The family has a dog, two cats, and even a few turtles. The whole family stays active in many ways. Patrice is the "lead" camper, and rest of the family continues to play soccer. Ryan feels blessed to be still able to play in a soccer league with the two oldest children. In fact, they won their co-ed soccer league last year!

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.