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
  • HI
  • ID
  • IL
  • KS
  • MA
  • MD
  • MI
  • NJ
  • 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

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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