Ryan G. Malfitano CFP®
Ryan is the Director of Wealth Management at Lawless, Edwards & Warren and a practicing CERTIFIED FINANCIAL PLANNER™. His passion for numbers and financial planning was discovered early in his college years where he earned a Bachelor of Science in Accounting from Elon University, Ryan also holds an MBA in Financial Valuation and Investment Management. He began his professional career working as a Junior Tax and Audit Associate for CBIZ, a Top 10 Public Accounting firm. There he prepared individual, partnership, and corporate tax returns, as well as conducting financial audits for enterprising individuals and large corporations. After gaining valuable industry knowledge, Ryan shifted his career ambitions toward improving individual’s and company’s financial situations, and joined Lawless, Edwards & Warren as a Wealth Management Associate. In 2010, he took a brief absence from the firm and began working for his family’s business, Consolidated Fibers, where he learned the ins and outs of small business operations/management. He knew that his passion was in the financial planning arena and Ryan returned to Lawless Edwards & Warren as the Director of Wealth Management in September 2012. He is responsible for the oversight and leadership of the investment team, as well as supporting our Wealth Managers in building lifelong client relationships. Ryan lives in Delray Beach, Florida where he is an active member of the 100 club. He also enjoys spending time traveling, playing golf, and being on the water while not in the office.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.