Ryan Gress is a CFP® and holds a Series 66 license with seven years of industry experience. He currently serves as a financial advisor at Creative Planning, LLC, having joined in 2022. Prior to this, he worked at Copper Financial Network LLC and held various roles in the financial services sector. Outside of his advisory work, he is a part owner of CERULEAN KC, LLC, a mobile event space in Kansas City.
Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.