Ryan Bertrand, CFP®, CLU®
Vice President and Managing Director
Session Title: Marriage and Money: Financial Considerations for Spouses
Married couples account for a large percentage of investors who receive financial guidance from a financial professional, which is why understanding the rules and strategies specific to married clients is essential. From Social Security and Medicare, to divorce, dementia, and death, this presentation provides strategies for serving and retaining your most-valued asset: married couples and their families.
Ryan joined the Transamerica Advanced Markets Group in 2011 with more than a decade of experience in the financial services industry. Prior to joining Transamerica Capital, Inc., Ryan was a director at Jackson National Life Distributors Retirement and Wealth Strategies Group.
Ryan brings his experience to a highly professional group that focuses on estate planning, financial planning, taxation, retirement plans, and charitable planning. By focusing on these areas, he is able to identify business opportunities through the use of advanced financial planning strategies. Ryan is dedicated to helping
representatives build their businesses and helping their clients by providing effective guidance, case design, and strategies.
Ryan’s background and experience provide an essential component for Advanced Markets. Working with the rest of the group, Ryan helps create a professional department that can provide assistance in financial planning, estate planning, taxation, retirement plans, and charitable giving.
• Effective guidance, case design, and strategies
• Business opportunity identification
• Experience in estate planning, financial planning, taxation, retirement plans, and charitable planning
• Certified Financial Planner™ (CFP®)
• Chartered Life Underwriter® (CLU®)
• FINRA Series 26, 6, and 63 registrations