Ryan Ballesteros in

Ryan Ballesteros

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Financial Advisor at Eagle Strategies LLC
📍 San Francisco Bay Area, United States

Ryan Ballesteros is the Co-Founder and Financial Advisor at Hooz Wealth Strategies, focusing on helping families and businesses manage their wealth with a legacy in mind. He is the President of NAIFA Silicon Valley and was recently named a Best-in-State Financial Security Professional by Forbes. He studied Forensic Psychology at Walden University.

Outside of finance, Ryan is a passionate entrepreneur who co-founded Canid Roots, a raw dog food company that donates a portion of its proceeds to the Humane Society. He is dedicated to his family and is actively involved in his community, volunteering with organizations like the Boys and Girls Club of Silicon Valley.

He has a special interest in providing financial education to Filipino communities, where discussions about money are often considered taboo.

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Experience
18 Years
Current Role
Financial Advisor
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Ryan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ryan cares about

Legacy Planning
Helps families steward wealth with purpose and legacy in mind, a core theme in his professional headline and posts.
Wealth Transfer
Emphasizes preparing the next generation to manage inherited assets wisely, a key topic from his recent shared content.
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Career

Work history

4-2026
Financial Advisor
Eagle Strategies LLC
2-2026
Co-Founder & Financial Advisor
Hooz Wealth Strategies & Insurance Solutions, LLC
1-2026
Past President
NAIFA Silicon Valley
3-2023 - 12-2025
President
NAIFA
11-2021 - 2-2023
President Elect
NAIFA
In the press

Media appearances

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Education
2013 - 2015
Forensic Psychology
Walden University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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