Palm Desert
Ryan Delaney, CFA®
Strategic Partner- Synchronize
Ryan has been in the financial services industry since 1995. He and Synchronize serve as a strategic partner to Cypress Wealth Services. At Synchronize, Ryan works with partner advisory firms to manage the overall financial operations of their businesses. For Cypress, his responsibilities include maintaining company financials, coordinating with outsourced vendors, managing client billing, handling bill payments, and overseeing cash flow forecasting and budgeting. Synchronize offers hands-on back-office support for Registered Investment Advisory (RIA) firms, with a focus on increasing revenue, reducing costs, and boosting enterprise value. Their comprehensive support is provided by a team of seasoned professionals with extensive experience in the financial services industry.
What are 3 words people use to describe you?
Organized. Dependable. Handy.
What is the best advice you have ever been given?
Listening is more important than talking.
Life is short, appreciate what you have and make the most of it.
I enjoy assisting others in an industry that is constantly evolving and intellectually stimulating for me personally.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.
Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.
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