Ryan Taylan
Ryan Taylan
Client Associate, MBA
I’m a U.S. Navy veteran, husband, father, and finance professional who believes trust is built through service, integrity, and consistency. My 7 years on active duty shaped how I approach my work today — with discipline, accountability, and a commitment to showing up for people when it matters most.
I earned my MBA from Santa Clara University and hold a California Life & Health Insurance License. I am currently preparing for the Series 65 examination and continuing advanced financial planning education aligned with the CFP® curriculum. My path into finance grew from a desire to help individuals and families feel more confident, organized, and in control of their financial futures.
At Advisors360, I focus on strengthening client relationships, improving the planning experience, and helping ensure strategies stay aligned as life evolves. As a father and veteran, I understand firsthand the importance of long-term planning, protection, and balance — and I bring that perspective into every client interaction.
Education & Professional Development
- MBA — Santa Clara University
- BS in Finance (Minor in Real Estate) — Santa Clara University
- Enrolled in a CFP Board Registered Financial Planning Program
- Preparing for the Series 65 Examination
Licenses
- California Life & Health Insurance License
Military Service
- U.S. Navy, Active Duty (2011–2018)
- Deployment aboard USS John C. Stennis (CVN-74)
- Navy & Marine Corps Achievement Medals (x2)