Ryan Hamilton, CFA

Enthusiast
DISC Type : i

Senior Plan Advisor at Wealthspire

Los Angeles Metropolitan Area, United States

Overview

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.

Personality Overview

Story Driven

Optimistic

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals.

Topics They Care 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.
Retirement Outcomes
A core focus of his career is managing retirement plans to drive strong outcomes for participants, a theme present across his employment history.

Media Appearances

Ryan has no verified media appearances

Work History

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

Education

2012 - 2014
Bachelor's Degree from UCLA
2012 - 2012
Economics from Birkbeck, University of London

More Information

Social Presence :

Prographics :

Exp : 12 Location : Los Angeles Metropolitan Area, United States Job Level : N/A Designation : Senior Plan Advisor at Wealthspire
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Ryan

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Ryan take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Ryan

Personality Compatibility


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