Robert Ryan Goldsmith, CFA serves as a Wealth Planner. He has earned the Chartered Financial Analyst designation and is currently studying for the CERTIFIED FINANCIAL PLANNER™ professional certification. This combination of credentials will equip him to ably serve our clients long into the future.
Ryan has worked in different roles throughout the financial services industry, including commercial banking, asset management, and two internships in investment banking.
Prior to joining Tobias Financial Advisors, Ryan worked at Franklin Templeton Investments where he researched and priced investment securities held in their investment funds. Ryan earned a bachelor’s degree from Clemson University and later an MBA in Finance, Mergers and Acquisitions from the University of Miami.
A native of Greenville, South Carolina, Ryan has called South Florida home for the last ten years. In his spare time, he enjoys traveling to new places, watching a good movie or college football game, reading and discussing investment commentary, and volunteering on the board of directors for the CFA Society of Miami.