CFP

    Ryan Whitley

    Co-Founder & Partner

    NaviPath Financial
    Charlotte, North Carolina22 years experienceNo minimum minimum

    About Ryan

    I'm Co-Founder of NaviPath Financial. My firm prides itself on creative financial planning strategies for business owners and high net worth families. My core team focuses on advanced tax mitigation strategies designed to maximize the benefit to our clients while reducing their tax bill now and in t...

    Areas of focus

    Investment ManagementTax PlanningFinancial PlanningPortfolio Construction

    Credentials & background

    Designations

    CFP

    Licenses

    Series 66

    Education

    Bachelors of Arts (BA), Finance Elon University (2005)

    Clients served

    InheritorsUltra High Net Worth IndividualsCorporate ExecutivesDoctorsHigh Net Worth IndividualsWealthy FamiliesBusiness OwnersNurses

    The firm

    NaviPath Financial