Ryan Whitley, CFP®

Charlotte, NC

Verified Identity

Co-Founder & Partner at

NaviPath Financial

Years of Experience

22 years

Member Since

2022

Allow Me to Introduce Myself

I'm Co-Founder of NaviPath Financial. My firm prides itself on creative financial planning strategies for business owners and high net worth families. My core team focuses on advanced tax mitigation strategies designed to maximize the benefit to our clients while reducing their tax bill now and in t...

Clientele

Inheritors

Ultra High Net Worth Individuals

Corporate Executives

Doctors

High Net Worth Individuals

Wealthy Families

Business Owners

Nurses

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

Trust Services

Philanthropic Planning and Giving

High Net Worth Planning

Ultra High Net Worth Planning

Tax Minimization Inv...

Business Ownership Strategies

Portfolio Construction

Credentials and Designations

CFP®

Certified Financial Planner™

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Series 66

Series 66 - Uniform Combined State Law Exam

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Pricing Models

Flat FeeAUM

Education

Elon University

Bachelors of Arts (BA), Finance

Obtained in 2005

Disclosures and Proof of License

SEC Profile

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