Mathew J. Ryan, MBA, CFP®

Image for Mathew J. Ryan

Financial Planning Specialist

Mat Ryan, CFP® | CFP Certificate | Bedel Financial

My role as Financial Planning Specialist is to provide support to the Financial Planning and Investment Management teams to ensure all of our clients’ goals and expectations are met through exceptional service. This is accomplished through the preparation of comprehensive financial plans, including, but not limited to estate plan assessment, tax strategies, and social security planning. I also strive to stay abreast of the ever changing financial landscape to ensure that Bedel Financial stays on the cutting edge of changing laws as they pertain to estate transfers, taxes, businesses, etc.

Personal Financial Planning Experience

  • Over 5 years experience providing fee-only financial planning and investment management services to high net-worth individuals.
  • These services include comprehensive plan preparation entailing estate planning strategies, business trend forecasting, cash flow and retirement planning as well as tax and insurance advice.

Career History

  • Bedel Financial Consulting, Inc. Financial Planning Specialists
  • Four Quadrants Advisory Companies. Financial Analyst/Planner
  • Americans Funds [Capital Group Companies]. Senior Marketing Representative

Educational & Professional Designations

  • Certified Financial Professional® certification
  • Masters of Business Administration [MBA], Anderson University
  • Bachelor of Arts, Finance Major, Anderson University

Professional Activities

  • Member, Financial Planning Association


Back to the Team Page | About Bedel Financial

BLOG POSTS

Image for Do Reverse Mortgages Deserve Their Bad Rap?

Feb 25, 2019

Do Reverse Mortgages Deserve Their Bad Rap?

What do you think of when you hear the term “reverse mortgage”? Chances are it might not be positive. But the reverse mortgages of yesteryear are being replaced by more evolved loans that can be helpful to some. The key is to understand the changes in the newer mortgages, and then to talk with your advisor to be sure it’s a viable strategy in your comprehensive financial plan. We have the details…

Image for Tariffs and Trade Wars

May 21, 2018

Tariffs and Trade Wars

With so much talk about the imposed tariffs on China, potential trade wars, and possible retaliatory tariffs on the U.S., it’s hard to know what to believe. Are we really headed for a trade war? Read on to better understand the pros and cons of the tariffs game.