I am a Certified Financial Planner with a financial degree and over 21 years of industry experience...and that sentence either totally impressed you, or completely bored you.  If you are in the latter category, give the second paragraph a try!   

I founded Poterack Capital Advisory (or PCA, as you’ll hear us call it) in 2001 with a focus on building real relationships with clients facing critical retirement decisions.  Our goal is to truly understand the unique values and objectives of each client and deliver a quality, financial planning process. We are very intentional in treating each client as a life-long partner. 

You may be wondering what “life-long partner” actually means.  It means treating our clients like friends, sharing experiences, chocolates and beverages when you visit our office – and making sure you realize just how much you mean to our firm.

Helping people is a passion of mine - when I am not serving my clients, I enjoy mentoring other financial advisors around the country.  In my spare time, I love spending time with family, travelling, and watching sports.

Contact me at ryan@pca-inc.org.

Or look me up on LinkedIn here: http://www.linkedin.com/in/ryanpoterack