Ryan Platt
Ryan founded A Special Needs Plan in 2005 and has been a pioneer in his field. He completed his Special Care Planner Certification at the American College in Bryn Mawr, PA, and his background includes advanced training in estate and tax planning, special needs trusts, government programs, and the emotional dynamics of working with people and families with loved ones with special needs. He’s passionate about meeting with families, learning their concerns, understanding their values, and helping them reach their goals. He excels in creating plans that help secure the needs of two generations. After graduating from Wake Forest University in 1996 with a B.A. in Economics, Ryan completed his MBA from Colorado State University in 2003, and continued his financial planning education by completing his Chartered Financial Consultant®, Chartered Special Needs Consultant™ and Certified Family Business Specialist designations. He’s grown A Special Needs Plan into an elite, nationally recognized planning firm. Ryan enjoys serving the community as a member and former President of Board of Directors for The Arc of North Carolina, is the former President of The Arc of Mecklenburg County, and a volunteer with Special Olympics. He has had several articles on Special Needs Planning published and is a frequent speaker including engagements with The National Autism Association Convention, The Arc of North Carolina’s Statewide Conference, The Autism Society of NC, the Down Syndrome Association of Greater Charlotte, and more. Ryan believes in collaboration, accountability, and planning, followed closely by taking action in order to ensure goal achievement. He lives in Kannapolis, NC with his wife Lisa and their four children: Kade, Carter, Alexis and Emily.
rplatt@financialguide.com
704-236-7717
www.aspecialneedsplan.com
