Connect with Ryan:

When it comes to contextualizing the meaning of money to his clients, Ryan Dobroka goes the extra mile. Ryan joins Strategic Wealth Partners as a Certified Financial Planner™ focused on the holistic outlook of planning and investment management. Almost a decade spent in the financial planning industry, he’s become an expert on crafting rational objectives and executing calculated plans that are tailored to any client’s goals.

Before assisting individual and family clients, Ryan worked with small and middle-market business owners on their banking, investing and treasury needs; overall he has accumulated 15 years of financial and investment experience. He also spent time in global treasury management and business banking with KeyBank and served as a chair of KeyBank’s inaugural Millennial Networking Committee. 

His passion for an integrated outlook is what makes him stand out from other financial planners. Where others dive deep into numbers and rates, Ryan aims to be creative and engaging with his clients, diving even deeper into their individual stories and priorities. 

Ryan majored in history at the College of Wooster and prepared for his CIMA® certification by studying Investment Management Theory and Practice at the Yale School of Management. He spends much of his time outside of work with his wife, Britney and two kids, Pierson and Everly. When working with Ryan, it’s no surprise how quickly clients learn they can trust him to have their financial futures in his hands – but when they find out he can bowl a perfect 300, they’re always taken aback. 

Send Ryan a Message

  • Hidden
  • This field is for validation purposes and should be left unchanged.