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
Certified Financial Planner™
Click to learn more
Series 66 - Uniform Combined State Law Exam
Click to learn more
Pricing Models
Flat FeeAUM
Education
Elon University
Bachelors of Arts (BA), Finance
Obtained in 2005
Disclosures and Proof of License
SEC Profile
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.