Wealth advice for your life's goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Sailing splash

Ryan Duffy, CFP

Financial Advisor

It can be hard to make your destination, if you don’t have the correct guidance to get there. Without an understanding of what we are working toward, it can be difficult to give the right directions. As your Financial Advisor, I want to have an understanding of what your goals are for you, your family, and your future. With these in mind, we can develop the correct strategy to help you achieve these goals, while protecting your assets and your family. Talk to me about how we can approach your goals with confidence and perspective.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MI
  • NM
  • NV
  • NY
  • OH
  • OR
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • B.S. Business Finance & B.A. Economics, California State University, Chico

Credentials

  • Accredited Wealth Management Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-0292

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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