Ryan Oravetz, CFP®

Financial Advisor | Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Ryan Oravetz is a wealth management financial advisor based in Lone Tree, CO.

Ryan joined CAPTRUST is 2024 and serves as a financial advisor and relationship manager. With over a decade of experience in the financial services industry, he specializes in working with high-net-worth individuals and families.  Ryan excels at providing customized solutions to help clients navigate important life transitions such as financial planning for growing families, as well as pre-retirement and post-retirement planning. He enjoys organizing a client’s financial picture and providing clarity as to how they can best achieve their goals.

Prior to joining the firm, Ryan spent his wealth management career at Empower (previously Personal Capital) and Summit Financial Strategies. In addition, he served in the United States Air Force as a weather specialist.  He holds a Bachelor of Science degree in consumer and family financial services from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of the office, Ryan enjoys everything Colorado has to offer with his family: camping, fishing, hiking, archery, and exploring the outdoors.

Education

  • Bachelor of Science degree in consumer and family financial services from The Ohio State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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