Ryan M. Bohm, CFP®, CPWA®
As Managing Partner at Andina Advisors, Ryan is guided daily by his core values of family, integrity, and always striving to do better. Ryan’s expertise is in providing clients with comprehensive financial planning by understanding each client’s core convictions, goals, and helping them achieve a financially healthy life.
Since coming into the financial services industry in 2008, Ryan has been instrumental in growing and building two separate regional advisory firms. From 2010 to 2013 he was responsible for approximately 40 financial professionals throughout the intermountain west. He went on to become the Director of Business Development at his next firm and led the company from 100 million to approximately 300 million assets under management in under seven years. Ryan founded Core Capital Wealth Management in January 2020 and was able to build a successful advisory firm in northern Utah with his business partner Tanner Dance. Ryan was approached by Andina Family Offices in 2021 and beginning the second quarter of 2022 the two firms merged and Andina Advisors was born.
Ryan is a Certified Financial Planner™, Certified Private Wealth Advisor®, and Certified Exit Planning Advisor®; three designations that demonstrate his depth and breadth of training in the financial planning industry. His completion of the CPWA® program through the Yale School of Management made him one of only 8 certificates in the state of Utah.
Ryan and his wife Jeanna have four children. They spend their evenings and weekends racing from one sporting event to another with their busy family. As a former football player at Utah State University, there is nothing but Aggie blue running through his veins. Ryan also enjoys playing golf or dropping a dry fly on one of the local streams.