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About Us

Finding Inspiration in Every Turn

Our Story

Daniel Ryan, CFP®, is the founder and president of Ryan Financial Solutions, LLC. His vision for starting RFS was to deliver investment strategies and wealth management services to Oregon's public servants typically only available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services targeted to meet their unique needs.

Our logo is based on our Ryan family coat of arms.  It stands for integrity and honor, which is how we conduct our business every day.  

Meet The Team

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DANIEL RYAN

EA, LTC, MSPFP, CFP®, AWMA®, CRPC®

Founder & CEO

Originally going to college with the dream to become a CPA, Daniel decided to take his passion for finance to the next level and got his Master's in Personal Financial Planning, became Certified Financial Planner™ practitioner, and became an IRS Enrolled Agent (EA).  Enrolled Agent is the highest designation awarded by the IRS and indicates that the IRS recognizes the individual as an expert in the field of income taxes.  He also became a Licensed Tax Consultant (LTC), the highest level of recognition by the Oregon Board of Tax Practitioners. Coming from a family of three generations of Oregon public servants serving as teachers, firefighters and National Guardsmen, the passion became even more clear to seek expertise in financial planning specific to Oregon public employees.  

Investments are only one part of our client's financial plan, so to truly offer holistic planning services Daniel became a Certified Financial Planner™ practitioner, which helps us  build and preserve wealth in all areas of client's finances. He is also a Chartered Retirement Planning Counselor™ focusing in particular to the needs of retirees and pre-retirees his depth of knowledge and personal experience about Oregon public retirement.  Many of our clients also have significant wealth and Daniel earned the designation as an Accredited Wealth Management Advisor™ to guide clients through small business succession, real estate investments, capital markets, and tax integration.

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ANDREW RYAN

Financial Advisor

After 10 years of teaching and more than 8 years in the Oregon Army National Guard, Andrew has lived and breathed public service. He knows firsthand the demands and challenges of public service and is passionate about supporting those who serve in our communities.

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SEAN FUNK, CPA

Senior Staff Accountant

Sean Funk is a Senior Staff Accountant with a strong foundation in both tax and audit services. Born and raised in Portland, Oregon, he brings eight years of public accounting experience to the team, having previously advanced to the position of Manager at a regional firm.  He holds a bachelor’s degree in Applied Linguistics and a Post-Baccalaureate Certificate in Accounting from Portland State University, where he graduated summa cum laude.

 

Sean is a Certified QuickBooks ProAdvisor and a licensed Certified Public Accountant (CPA).  His areas of expertise include the preparation and review of tax returns for individuals, partnerships, S corporations, gifts, trusts, and estates.  He was recognized by the Oregon Society of Certified Public Accountants (OSCPA) in their 2025 Circle of Excellence Awards for achieving the second highest CPA exam score in Oregon in 2024.

 

Outside of work, Sean enjoys listening to a wide variety of music, with a particular fondness for classical music. He’s an avid fan of sci-fi and horror films - especially B-movies - and loves spending time with his dog, Watson, and cat, Chloe.

Contact

8215 SW TUALATIN-SHERWOOD RD #200

TUALATIN, OR 97062

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Tel: 971-203-0600

Fax: 503-907-6750

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Advisory services offered through Ryan Financial Solutions, LLC as a registered investment advisor.

Ryan Financial Solutions, Security Benefit and the National Education Association (NEA) are non-affiliated companies

Ryan Financial Solutions and its representatives do not represent, nor are they affiliated with the Oregon Public Employees Retirement System (PERS), or the Fire & Police Disability & Retirement (FPDR).

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