Ryan Adams, Cpa, Cfp®
About Ryan Adams, Cpa, Cfp®
Ryan Adams is a Manager of Paraplanning and Senior Financial Planner at Creative Planning in Overland Park, Kansas. He holds CPA and CFP® certifications and has extensive experience in financial planning and accounting.
Work at Creative Planning
Ryan Adams currently serves as the Manager of Paraplanning and Senior Financial Planner at Creative Planning in Overland Park, Kansas. He has held this position since 2023. Prior to this role, he worked as a Paraplanner at Creative Planning for three months in 2021. In total, Ryan has been with Creative Planning since 2021, accumulating three years of experience as a Financial Planner. His responsibilities include managing the paraplanning team, which supports financial planners by preparing financial plans and conducting research.
Education and Expertise
Ryan Adams holds a Bachelor of Business Administration (BBA) in Accounting from Kansas State University, which he completed from 2014 to 2018. He furthered his education at the same institution, earning a Master's degree in Accounting from 2018 to 2019. Ryan is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®), reflecting his expertise in financial planning and accounting.
Background
Before joining Creative Planning, Ryan Adams gained experience as an Audit Assistant at EY from 2019 to 2021 in the Kansas City, Missouri area. He also worked as a Graduate Research Assistant at Kansas State University for nine months in 2018 to 2019. Additionally, he completed a five-month internship as an Accounting Intern at C2FO in 2017. His early education includes attending Council Grove High School from 2010 to 2014.
Achievements
Ryan Adams is part of a team at Creative Planning that manages $75.6 billion in assets and provides services to clients across all 50 states. He contributes to the development of comprehensive wealth management strategies that encompass investment management, tax planning, and estate planning. Creative Planning has been recognized as the #1 Independent Wealth Management Firm in America by Barron’s in 2017.