Ryan D. Thompson, MBA

Managing Partner

Ryan Thompson is a Managing Partner at Presidio Group Wealth Management, a premier practice managing $1.5 Billion in assets1. With over 25 years of experience, Ryan is committed to developing comprehensive solutions for high net-worth clients and corporations to maximize their current and future wealth. With clients in over 40 states, his team has combined experience well over 200 years.

Ryan graduated from California State University, Chico with a degree in Business Administration. He received his MBA from St. Mary’s College of California in 2002. Ryan began his career in 1995 at Dean Witter in the San Francisco Bay Area. He became a Market Director for Bank of America’s investment platform (“Banc of America Investments”) in 2002. Since 2007, Ryan held senior management posts at Wells Fargo Advisors Financial Network (“FiNet”), including Regional Director of the Pacific Southwest. In 2018, he joined Presidio Group Wealth Management as an owner. Ryan has received accolades, such as Forbes “Best-In-State” Wealth Advisors (2023 and 2024)*.

Ryan is a resident of California and Arizona, and cherishes time with family and friends. Away from work, he enjoys CrossFit, skiing and anything outdoors.

CA Insurance License #: 0B69032. State of Residence: AZ

1 as of 11/06/2023

*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Areas of Specialty

  • Investment Portfolio
  • Liquidity & Income Strategy
  • Insurance
  • Estate Transition
  • Charitable Giving
  • Long Term Care Funding
  • Retirement Planning
  • Privately Held Business Interests

Education & Credentials

  • MBA: St. Mary's College of California, 2002
  • BS: California State University, Chico, 1994
  • Registrations: Series 7, 9, 10, 31, 63, 66

Areas of Specialty

  • Investment Portfolio
  • Liquidity & Income Strategy
  • Insurance
  • Estate Transition
  • Charitable Giving
  • Long Term Care Funding
  • Retirement Planning
  • Privately Held Business Interests

Education & Credentials

  • MBA: St. Mary's College of California, 2002
  • BS: California State University, Chico, 1994
  • Registrations: Series 7, 9, 10, 31, 63, 66
Ryan D. THompson portrait

Contact Us

Email, call or set up an appointment and take control of your financial future.

Let’s Talk!