Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Ryan Tuverson
Senior Vice President, Wealth Management Advisor
520 Newport Center Dr
Newport Beach CA 92660
(949) 721.6179
(949) 721.6179
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
| Most successful people don’t need more financial information — they need a partner who brings clarity, structure, and discipline to their wealth so they can stay focused on what they do best. That’s where I come in. I help business owners, professionals/executives, and multigenerational families simplify their financial lives and make smarter long‑term decisions with their wealth. Most of my clients don’t need the money today — they need tax‑efficiency, accountability, and a system that keeps their plan on track through market cycles, tax changes, and life events. My role isn’t just to build a plan. It’s to maintain it, monitor it, and adjust it, the same way a great coach supports a professional athlete. Even top performers need consistent guidance, refinement, and strategic perspective — and that’s the ongoing partnership I provide for the families I serve. I also bring a multigenerational lens, helping ensure children and grandchildren receive the same level of clarity, stewardship, and guidance. If you’re successful but feel like your financial life could be more coordinated, tax‑efficient, or intentional — let’s talk. The first conversation is simply a chance to see whether having a long‑term financial coach in your corner would make your life easier. Graduate of Loyola High School (’01) and the University of Southern California (’05). Based in Manhattan Beach with my wife, Julia, and our two daughters. |
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Named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).* |
| *Forbes “America’s Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. |
Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
About Me
Welcome
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Ryan Tuverson is registered to do business in AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, ND, NJ, NV, NY, OR, TX, UT, WA.