Ryan Pittman, CFP®, ChFC®, RICP®

Questioner
DISC Type : c

Senior Associate, Advanced Wealth Planning at Lido Advisors, LLC

Tulsa Metropolitan Area, United States

Overview

Ryan Pittman is a Senior Associate of Advanced Wealth Planning at Lido Advisors, holding both CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations. He specializes in creating comprehensive wealth management solutions, including sophisticated strategies for estate planning, tax optimization, and asset protection for high-net-worth clients.

Based in the Dallas-Fort Worth area, Ryan has a deep background in the financial services industry. His professional interests include following market trends and major investment firms to inform his strategies and provide top-tier advice to his clientele.

Unique fact: Before his current role, Ryan demonstrated his entrepreneurial drive by founding his own firm, Advancement Financial Services.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Advanced Wealth Planning
His title and professional focus are on creating sophisticated wealth strategies for high-net-worth individuals, covering estate planning, tax, and asset protection.
Holistic Financial Advice
As a CFP® and ChFC®, he is committed to providing comprehensive, long-term financial planning services rather than focusing on single products.
Entrepreneurial Finance
He has firsthand experience building a financial services business from the ground up as the founder of Advancement Financial Services.

Media Appearances

Ryan has no verified media appearances

Work History

5-2025
Senior Associate, Advanced Wealth Planning at Lido Advisors, LLC
4-2023 - 5-2025
President at Advancement Financial Services
1-2022 - 5-2025
Financial Planner at Advancement Financial Services
1-2021 - 11-2021
Financial Advisor at INSPiRE Financial Group

Education

1-2022 - 8-2023
Financial Planning and Services from The American College of Financial Services
1-2022 - 3-2022
Certified Gift Planning Professional (CGPP) from Gift College

More Information

Social Presence :

Prographics :

Exp : 4 Location : Tulsa Metropolitan Area, United States Job Level : N/A Designation : Senior Associate, Advanced Wealth Planning at Lido Advisors, LLC
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Ryan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Ryan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Ryan

Personality Compatibility


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