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James C

CFA®, Series 63, Series 66

Franklin, TN

Retirement Solutions Group

James Casanova Jr. is a CFA® charterholder with eight years of industry experience. He is currently with Retirement Solutions Group and has previously worked at Northwestern Mutual and Vanguard, among other firms. Casanova serves as secretary for a nonprofit homeowners association. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm provides written financial plans on a fixed-fee basis and coordinates investment services by partnering with a third-party money manager that implements actively managed model portfolios.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) General estate planning guidance
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Ryan M

Series 63, Series 65

Franklin, TN

Retirement Solutions Group

Ryan Moore is a financial advisor with Retirement Solutions Group in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Retirement Solutions Group since 2015 and is also involved as an independent insurance agent. Moore has participated in charitable activities through RSG Gives Back Inc. Retirement Solutions Group is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and business entities. The firm works primarily through a co-advisor relationship with a third-party money manager that implements actively managed model portfolios, helping clients select and adjust models based on risk tolerance.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) General estate planning guidance
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Chandler B

Series 66

Franklin, TN

Retirement Solutions Group

Chandler Brown is a financial advisor at Retirement Solutions Group with one year of industry experience. He holds a Series 66 designation and has prior experience at Reflection Financial Strategies and Equitable Advisors. Retirement Solutions Group provides fee-based financial planning and investment management services to individuals, high-net-worth clients, and business entities. The firm offers written financial plans on a fixed-fee basis and works through co-advisor relationships with third-party money managers who implement actively managed model portfolios.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) General estate planning guidance
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