Ryan LeBlanc serves as a Registered Representative for the Retirement Planning & Investment Center available through CUSO Financial Services, L.P. Ryan works in a close partnership with David M. Earls. The two of them use a team approach that complements each other’s strengths and abilities to provide clients with the highest quality service and guidance.
Ryan’s strength lies in providing financial insight on preparing for retirement, funding a college education, conserving an estate, and protecting loved ones from the expense of long-term health care. His focus is on the development and implementation of investment and insurance strategies. With client objectives as a guide, Ryan develops personalized, integrated financial strategies, based on specific time horizon and risk preferences, which address every stage of life.
Education & Experience:
Ryan graduated from University of Massachusetts, Dartmouth, with a Bachelor of Science degree in Finance. Ryan has his FINRA Series 6 & 63 licenses, and is a Licensed Insurance Representative for Life, Accident and Health.