Ryan Fleming

Ryan Fleming

Certified Financial Fiduciary ® (CFF), Partner at Keystone Financial Group, College Planning Specialist

Ryan has been a college planning specialist in the Columbus area for over 11 years. As a Certified Financial Fiduciary ®, CFF Ryan takes pride in helping others plan for their financial futures by avoiding wealth transfers and conflicts of interest. He holds a B.A. from the University of Dayton, and has a background in education and 10 years of experience in professional baseball with 3 different MLB organizations.

Ryan specializes in helping parents of college college-bound students plan for one of the largest wealth transfers of their lives. He enjoys working with coachable individuals who are interested in learning better and more effective ways to plan for their financial future than what they may have previously learned from the mainstream financial industry.

Ryan conducts free educational college planning workshops throughout the Columbus area and beyond. He also consults individually with parents and students to help them improve their financial aid picture and pay for college on a tax-favored basis.

In addition to his college planning practice, Ryan also works with families who want to improve their long-term retirement picture and ensure proper distribution of their estate.

What sets Ryan apart is his client-centric and easy-to-understand approach. Ryan’s main goal for each of his clients is to help provide them with confidence and certainty in their financial future by helping them answer the 4 most important financial questions that we all must answer in order to properly plan for retirement.

Ryan lives in Pickerington with his wife and their three children. He enjoys spending quality time with his family, travel and coaching his kid’s sports. He participates in his local church and also helps lead a high school bible study ministry.

 

The CFF® certification is a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.

Phone 614-300-9493