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Ryan P
CFP®, Series 66
Scottsdale, AZ
Optimist Retirement Group, LLC
Ryan Palmer is a CFP® with 27 years of industry experience, currently affiliated with Optimist Retirement Group, LLC in Bellevue, WA. He has worked at Cetera Advisors LLC since 2013 and has been involved with Williams Palmer since 2002. Outside of his advisory roles, he is a member and owner of Williams Palmer Real Estate, LLC, a real estate ownership business. Optimist Retirement Group provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to create customized portfolios, employing strategies such as option writing and futures within managed accounts.
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