Ryan McGuire, CFP®, ChSNC®, CPWA® in

Ryan McGuire, CFP®, ChSNC®, CPWA®

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Senior Consultant, Director of Innovation at Oak Wealth Advisors
📍 Madison, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
10 Years
Current Role
Senior Consultant, Director of Innovation
Job Level
Senior
Location
Madison, Wisconsin, 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

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2021
Senior Consultant, Director of Innovation
Oak Wealth Advisors
4-2020 - 3-2021
Senior Financial Advisor
Wipfli Financial Advisors
8-2015 - 4-2020
Financial Advisor
Wipfli Financial Advisors
5-2014 - 8-2015
Associate
Wipfli Financial Advisors
12-2015 - 6-2018
Adjunct Associate Lecturer
University of Wisconsin-Madison
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2014
Bachelor of Science (BS)
University of Wisconsin-Madison
2019 - 2020
Certified Private Wealth Advisor® (CPWA®) Certification Program
University of Chicago Booth School of Business Executive Education
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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