Nicholas Ryan

Associate Planner

Nick joins Oak Harvest Financial Group as an associate planner. In this role, he is dedicated to assisting clients in navigating their financial journeys and preparing for a secure retirement. He brings previous experience in the financial services industry, having served as a financial planner at 49 Financial. He holds five key licenses: Texas Insurance Exam, Series 63, SIE, Series 6, and Series 65, showcasing his extensive knowledge and expertise in financial planning.

Nick believes that retirement is the path toward pursuing one’s passions and spending time with loved ones. As planners, he and his team act as guides, identifying potential obstacles and providing support. They serve as guardrails, focusing on being problem finders rather than problem solvers, ensuring clients stay on track toward their retirement goals.

Outside of his professional life, Nick is an avid powerlifter and weightlifter, and has participated in several competitions. He also enjoys hiking, and embracing the great outdoors whenever he can. Nicholas is a proud cat owner and an active member of his church community, where he participates in various activities and groups.