Ryan Olschefskie, AIF®, RICP®

Ryan Olschefskie, AIF®, RICP®

Wealth Advisor

 

Ryan Olschefskie, AIF®, RICP®, joined Gottfried and Somberg Wealth Management, LLC, in September 2015. Ryan is an Accredited Investment Fiduciary® and Retirement Income Certified Professional® (RICP®) with more than 24 years of experience in financial services, including 16 years as a Financial Consultant at Fidelity. Ryan works closely with his clients to review their current and long-term investment and financial needs. He keeps consistent and timely communication with his clients to ensure they are informed of any investment or portfolio updates. As an RICP® designee, he specializes in retirement income planning and walks his clients through the process to ensure they understand and address all potential risks that may arise in retirement.


Ryan holds numerous professional financial registrations, including FINRA Series 6, 63, 66, 7, and 9/10 (held through Commonwealth Financial Network®), and is insurance-licensed in life insurance, variable life, and annuities. He graduated from Central CT State University with a bachelor’s degree in business management and was a Golden Key National Honor Society member.


Ryan was born and raised in Manchester, CT, and now resides in Glastonbury. He is a devoted husband to his wife, Kate, and father to their two children, Avery and Spencer. He has supported various charities and foundations, including the Leukemia and Lymphoma Society with Team in Training, Special Olympics Connecticut, and the American Cancer Society. He is an avid runner and likes to golf, but most important, he enjoys spending time with his family.



2022-2023 Five Star Professional Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.



Since 2018—The educational, ethical, and experience requirements established by the Board of Trustees of The American College of Financial Services have been satisfied. The right to use the RICP® designation is contingent on adherence to the ethics, Continuing Education and other requirements of The College’s Professional Recertification Program and requires ongoing recertification.