Ryan Solle
Director of Advanced Markets
Planning Solutions Group | Private Client Group
Delivering clarity and strategy in complex planning for high-net-worth clients.
Ryan began his career in the financial services industry focusing on personal finance and insurance planning promptly after graduating from Wake Forest University in Winston-Salem, North Carolina, where he played college soccer. Ryan was drafted in Major League Soccer and played 3 years of professional soccer before beginning his career with our firm in 2009. His experience in sports built a solid foundation for his career, fostering strategic thinking and focus on competitive strategy to drive the best possible results.
His passion for helping people at a relatively young age and the fulfillment of seeing a business and family achieve their financial goals led Ryan to join our Planning Solutions Group, a Division of Coastal Wealth, in 2015, a team of product and concept specialists whose sole purpose is to help advisors grow their practice by providing comprehensive financial planning services. The success Ryan had in this team along with his continued passion for helping others led Ryan to become the Director of Advanced Markets in 2020 and a valued team member of Coastal Wealth’s Private Client Group.
Over the years, Ryan has been instrumental in supporting our high-net-worth clients with comprehensive financial solutions, advanced estate planning and premium finance cases, complex underwriting, maximum retention capital strategies, with multiple insurance carriers and products. Ryan takes great pride in our client’s accomplishments and works with our team of specialists to deliver a well-executed financial plan, a well-established legacy and the confidence of providing as much certainty in the uncertainty of complex insurance planning solutions.
Career Snapshot
Director of Advanced Markets
– Coastal Wealth (Since 2020)
Planning Solutions Group
– Joined 2015
Former Professional Soccer Player
– Major League Soccer (3 Years)
Bachelor’s Degree
– Wake Forest University
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
CA Insurance License # 0I47636 | State of Domicile: FL
AZ Insurance License # 57336 | State of Domicile: FL
I am licensed to sell insurance in: AL, AZ, CA, FL, GA, ID, IL, IN, KY, ME, MD, MA, MI, NY, NC, OH, PA, SC, TN, TX, VA, WV, and WI.
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies.crn202408-949479
PLANNING SOLUTIONS GROUP
Anh Nguyen, CFA®, CFP®, MBA
Investment Director | Financial Planning | Investment Advisor Representative
A Complete Wealth Strategy, Built Layer by Layer
Your financial life is interconnected. Our approach stacks six essential planning areas, from day-to-day cash flow to long-term legacy, into one integrated strategy.
Your Financial Foundation
Understand where you are today so you can build with clarity tomorrow.
Budgeting & Cash Flow
- Cash flow review and budgeting strategies
- Emergency reserve planning vs. deductible needs
- Optimized savings vehicle selection
Debt & Credit Strategy
- Debt management recommendations
- Exploration of personal or business lines of credit
Net Worth & Asset Positioning
- Balance sheet and net worth analysis
- Real estate or business sale strategy and calculations
Life Events & Legacy Planning
- Life event financial planning (marriage, children, divorce, relocation)
- Inheritance scenario planning
Protecting What Matters
Build a smart, personalized protection strategy for your family, business, and lifestyle.
Personal & Property Protection
- Home, auto, and business insurance review
- Umbrella liability policy guidance
- Business liability insurance planning
Life & Income Protection
- Life insurance needs analysis and product education
- Tax-efficient permanent life strategies (IRS Code 7702)
- Income protection and disability coverage
Long-Term & Specialized Planning
- Long-term care solutions
- Planning for dependents with special needs
Building and Growing Wealth
Align your investment strategy with your goals, values, and risk preferences.
Strategy & Goal Alignment
- Financial goal-setting and timeline planning
- Risk tolerance review and portfolio recommendations
- Market behavior coaching and timing discipline
Portfolio Design & Optimization
- Portfolio design and asset allocation
- Cost basis and fee drag analysis
- Investment diversification across classes, types, and geographies
- Guaranteed, growth, speculative, and hybrid investment guidance
Specialized & Tax-Advantaged Planning
- Education savings strategies
- Employer-sponsored plan optimization
- Investment planning for business owners
Strategic Tax Planning
Proactively manage tax exposure now and in the future.Services:
- Capital gains and tax-loss harvesting strategy
- Tax diversification planning: taxable, tax-deferred, tax-advantaged
- Business owner tax strategies and qualified plan selection
- Deduction maximization
- Tax minimization strategies
- Future tax projection and withdrawal planning
- Advanced ownership and structuring techniques
Retirement Income & Longevity Planning
Retirement Readiness
- Target retirement date and income needs planning
- Safe withdrawal rate and longevity risk review
- Required minimum distribution (RMD) education
Tax-Efficient Income Strategy
- Optimal account drawdown sequences
- Roth conversion and backdoor Roth strategies
Government & Pension Benefits
- Social Security benefit timing
- Pension maximization analysis
Health &
Legacy
- Guaranteed income products and annuity strategies
- Long-term care planning in retirement
- Business exit or succession planning
Legacy & Estate Planning
Transfer wealth on your terms, with structure, clarity, and care.
Structuring
the Estate
- Estate balancing and asset titling strategy
- Trust education and coordination (revocable, irrevocable, living)
- Power of attorney, healthcare directive, and essential document review
Planning
the Transfer
- Multi-generational wealth transfer strategy
- Beneficiary designation audit
- Estate tax funding solutions
Giving
with Purpose
- Charitable giving and tax-efficient gifting
Explore Sample Strategies & Insights
Review the sample PDFs below to see the types of strategies, insights, and solutions we deliver to our clients. These examples highlight our approach to planning, protection, and long-term wealth management.
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