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Ryan P
CFP®, ChFC®, Series 63
Glenwood Springs, CO
Sunlight Peaks Financial Partners, LLC
Ryan Parson is a CFP® and ChFC® with eight years of industry experience. He is currently a financial advisor at Sunlight Peaks Financial Partners, LLC and has also been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory work, Parson is involved in several business management and real estate ventures, including ownership roles in multiple limited liability companies focused on business management, real estate transactions, and transportation. Sunlight Peaks Financial Partners provides comprehensive financial planning through a Virtual Family Office, offering non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes a buy-and-hold strategic asset allocation approach with a focus on private equity and alternative investments, operating without discretionary trading authority or traditional asset-under-management fees.
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