Advice & Planning Services LLC

Ryan Naugle is a Certified Financial Planner (CFP®) with a background in finance and management, holding an MBA in Management from Seton Hill and a BSBA in Finance from the University of Pittsburgh. As an Investment Adviser Representative at Advice & Planning Services LLC, he upholds the CFP Board's high standards of professional education, ethics, and conduct. With over a decade of experience in financial planning and wealth management, Ryan has worked at reputable firms such as TIAA-CREF and MetLife Securities. Ryan Naugle operates as a Registered Representative at Purshe Kaplan Sterling, offering insurance products alongside advisory services. He ensures that clients' best interests are prioritized, even when recommending commissionable products. As the Chief Compliance Officer at Advice & Planning Services LLC, Ryan oversees all firm activities, adhering to regulatory requirements and ethical standards. There are no disciplinary events on record related to Ryan Naugle's advisory business, and he has not been involved in any financial misconduct or legal disputes. Clients can rely on his expertise and commitment to providing financial planning services at a fiduciary standard of care.