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Ryan Miracle, CFP®, AIF®

Certified Financial Planner & Co-Founder of Financial Wellness Planning, LLC

Ryan Miracle is a financial professional based in Fishersville, Virginia. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and ACCREDITED INVESTMENT FIDUCIARY® (AIF®). As a co-founder of Financial Wellness Planning, LLC, established in August 2022, he focuses on helping clients navigate financial challenges, particularly during significant life events such as retirement, divorce, or job changes.1

Professional Background

Ryan has a robust background in financial planning, having worked in various capacities since 2000. His previous roles include:

  • Co-Host of "Your Money Matters Today" at Cornerstone Wealth Advisors, where he engaged audiences on financial topics through a weekly radio show from 2016 to 2022.
  • Certified Financial Planner at Cornerstone Wealth Advisors from 2014 to 2022, where he provided comprehensive financial planning and wealth management services.
  • Financial Advisor roles at LPL Financial, Merrill Lynch, and A.G. Edwards & Sons, where he focused on investment consultation and financial planning for individuals and organizations.1

Education and Interests

Ryan earned a Bachelor of Science degree in Biology from Virginia Polytechnic Institute and State University and completed his financial planning education at the College for Financial Planning. Outside of his professional life, he enjoys spending time outdoors, visiting museums, and engaging in social activities like playing Euchre with friends.1

Highlights

Nov 2 · linkedin

New proposal from DOL updating ERISA and the definition of Fiduciary advice. In short, it will make it more difficult for salespeople to put their interests ahead of customers. This is good for the consumer--especially since it pertains to their retirement savings. Very difficult to understand the opposition --'unless consumers are offered high commission-sold products, they won't get good advice'.

Dec 17 · linkedin

Coming up this Saturday on "Your Money Matters Today" Weekly #radioshow: How much of my company's stock should I own? What's 'Sequence of Returns' risk?
What's my deadline for IRA #funding? ..and more #money #retirementplanning

Related Questions

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Ryan Miracle, CFP®, AIF®
Ryan Miracle, CFP®, AIF®, photo 1
Ryan Miracle, CFP®, AIF®, photo 2
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Experience

Co-Founder at Financial Wellness Planning, LLC (August 2022 - Present)
Co Host Your Money Matters Today at Cornerstone Wealth Advisors, LLC (August 2016 - August 2022), Certified Financial Planner at Cornerstone Wealth Advisors, LLC (April 2014 - August 2022), Financial at A.G. Edwards & Sons, Inc. (2000 - 2004)

Education

College for Financial Planning - Degree program not specified, Bachelor of Science (B.S.) in Biology from Virginia Polytechnic Institute and State University

Location

Fishersville, Virginia, United States