Flagship Wealth Advisors, LLC

CONNECT

Address:

301 Edgewater Pl Ste 400
Wakefield, MA 01880

Phone:

1-800-631-9997

Fax/Other:

1-781-224-9920

Paul Ryan

Paul Ryan

Founder and Managing Director

Paul V. Ryan, Jr., CFP® is a leading Wealth Manager and Financial Advisor serving individuals and families preparing for and during their retirement.

A native of Cambridge, Massachusetts, Paul worked in the banking industry early in his financial career. He then decided to change course and put his financial savvy and industry knowledge to work for clients -- to help others manage their assets and plan their financial lives. He became a Certified Financial Planner (CFP®) in January 1997. Later that year, Paul founded Flagship Wealth Advisors, LLC, a Registered Investment Advisory Firm based in Wakefield, Massachusetts and servicing clients across the U.S.

Paul has extensive experience in the areas of retirement planning, investment portfolio design, wealth distribution strategies, income and estate tax planning, and long-term care planning.

In addition to managing and directing Flagship Wealth Advisors, LLC, Paul has been affiliated with Royal Alliance Associates, Inc. -- an independent registered broker/dealer and member of FINRA/SIPC -- since 1992. He has served the company in various capacities, including representing his fellow advisors on the Northeast Regional Advisory Panel. He was also a Registered Principal and Branch Manager. As a former Managing Executive, Paul was responsible for the supervision of 25 satellite offices in the Northeast. Through his Royal Alliance affiliation, Paul was a Bonus Group Manager of one of the largest financial planning firms in the Northeast. His group of advisors is entrusted with over $1 billion in client assets.

He has been a member of Royal Court*, a select group of Royal Alliance Advisors based on production, for the past 12 years, and is also an active member of the Northeast Study Group since 2000.

Paul graduated Cum Laude from Harvard University with a Bachelor of Liberal Arts Degree in Extension Studies.

He became a Registered Representative in 1988 and holds a Series 7, 24, 6, 63, 65, 4, 53, life and health licenses. Paul is a CERTIFIED FINANCIAL PLANNERTM practitioner and a member of the Financial Planning Association (FPA).He is licensed in 50 states*.

Paul supports the Massachusetts nonprofit advocacy group Horizons for Homeless Children, as well as the Boston Lyric Opera. He enjoys traveling, boating, and spending time with his wife, family, and three dogs.

 

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Phone 1-800-631-9997
Fax 1-781-224-9920
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck