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Ryan C

CFP®, ChFC®, Series 65

Chicago, IL

Funded Life Financial, LLC

Ryan Carter is a CFP® and ChFC® professional with three years of industry experience. He is the principal advisor at Funded Life Financial, LLC, having worked previously at Invisors, Intecrowd, SAP, and Hireology. Funded Life Financial, LLC is an independent, fee-only registered investment adviser that provides financial planning and discretionary investment management to individuals and high-net-worth clients. The firm employs a primarily passive, asset-allocation strategy using index mutual funds and ETFs, with programs that include seminars and speaking engagements on financial topics and the use of third-party professionals and model portfolios.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General tax planning Mid-Career Professionals
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