Ryan Sherer grew up here in the beautiful Bay Area. In doing so, he learned throughout life that the key to a successful financial advisor is earning a client’s trust by providing knowledgeable and holistic personal advice. Using a tailored approach, Ryan will work diligently to outperform expectations moving forward and ultimately, customize a portfolio to address individual financial goals.
Shortly after graduation from Saratoga H.S., Ryan accepted an academic scholarship to Pace University in New York City, obtaining a B.B.A. with a concentration in Entrepreneurship.
Ryan has been fortunate to work and learn about different facets of the financial industry throughout his working life. Since joining the industry in 2006, he has visited an Oil Drilling Operation in upstate New York for an Oil and Gas limited partnership, and attended seminars focused on various asset classes such as: REITs, Mutual Funds, and ETFs. Prior to his current position, Ryan worked on Wall Street with a team of seasoned equity analysts.
As he forges a relationship moving forward, Ryan will leverage not only his experience, but the resources at SANDLAPPER Securities, LLC to pursue comprehensive strategies for his clients. Ryan holds FINRA Series 7 and 66 licenses.