Ryan Malfitano, CFP
At Lawless, Edwards & Warren, Ryan oversees the firm’s wealth management practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning. He also has a background in public accounting, where he began his professional career working in Tax and Audit for a premier Public Accounting Firm.
The firm has been providing wealth management services to entrepreneurs, executives, and successful families since 1994. The firm takes pride in its primary objective to become its clients’ Personal Chief Financial Officer (CFO) and provide a comprehensive roadmap that consolidates all of the various financial components of one’s life into a centralized, integrated plan.
Ryan earned a Master’s in Business Administration in Financial Valuation and Investment Management, and holds his Bachelor’s Degree in Accounting from Elon University.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.