Ryan Hamilton, CFA in

Ryan Hamilton, CFA

Login to view DISC.
Senior Plan Advisor at Wealthspire
📍 Los Angeles Metropolitan Area, United States

Ryan Hamilton is a Chartered Financial Analyst (CFA) and Senior Plan Advisor at Wealthspire. With a background in economics from UCLA and the University of London, he specializes in helping plan sponsors manage their retirement plans, focusing on fiduciary responsibilities and driving strong participant outcomes.

His interests include following major financial news outlets such as The Wall Street Journal and CNN Business to stay current on market trends and economic developments that impact his clients.

He is a two-time recipient of the "Top Retirement Plan Advisors Under 40" award from the National Association of Plan Advisors (NAPA) for 2025 and 2026.

Read the full overview →
Experience
12 Years
Current Role
Senior Plan Advisor
Location
Los Angeles Metropolitan 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.

Login to view personality overview.
Priorities

Topics Ryan cares about

Fiduciary Guidance
His roles at Wealthspire and NFP have centered on serving as a fiduciary and helping plan sponsors implement industry best practices to protect fiduciaries.
ESG Investing
He holds a Certificate in ESG Investing, indicating a specialized knowledge and interest in sustainable and responsible investment strategies.
+5 more topics Login to view topics
Career

Work history

11-2025
Senior Plan Advisor
Wealthspire
10-2020 - 11-2025
Retirement Plan Advisor
NFP
12-2019 - 11-2025
Senior Investment Analyst
NFP
3-2018 - 12-2019
Investment Analyst
NFP
12-2019 - 5-2023
Senior Investment Analyst
RPAG
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2014
Bachelor's Degree
UCLA
2012 - 2012
Economics
Birkbeck, University of London
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.

Login to view DISC.

Other Wealthspire Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Ryan. Free, 10 seconds.