Ryan Staton, Financial Advisor in Orlando
Ryan Staton, CFP®, is a Financial Advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Passionate about spreading financial wisdom to all generations, Ryan believes that achieving financial freedom looks different for everyone and may not be as hard to reach as one might think. He is dedicated to helping clients bridge the gap from where they are to where they want to be, so they can pursue their life’s passions.
After earning a Bachelor of Science in Finance from Virginia Polytechnic Institute and State University (Virginia Tech), Ryan began his career at Charles Schwab, where he worked closely with top-performing independent RIAs, building lasting relationships and gaining diverse insights into the financial advice industry. Over five years ago, he joined AllGen to manage client portfolios, perform investment research, and educate clients on investment decisions. His dedication to client success led him to obtain the CERTIFIED FINANCIAL PLANNER™ certification, enabling him to help individuals and families at all life stages enjoy financial freedom and focus on pursuing their dreams. To learn more about Ryan, connect with him on LinkedIn.
Credentials
- Certified Financial Planner™ Licensee from CFP® Board of Standards
- Series 65 Investment Advisor Licensee
- Charles Schwab alumnus
- Began career at Charles Schwab working with many different advisors, leading him to his true passion of
investment management and analysis - Bachelor’s Degree in Finance from Virginia Tech
Set an Appointment with Ryan