About Cravitz Financial & Insurance Solutions

I’m Ryan Cravitz!

I’ve been working in the financial industry for 22 years now. My passion is helping people who are serious about their financial future simplify their financial lives and retire with confidence and peace of mind.

MY STORY

Ryan Cravitz

President & Founder

I am an independent Financial Advisor who's passionate about providing holistic retirement planning services for retirees and pre-retirees. At Cravitz Financial, we follow the Fiduciary Standard, which means we are legally and ethically obligated to act in your best interest. We do this by providing strategic tax planning, income planning, investment solutions, and portfolio management. I value an education-based relationship with my clients; I want to make sure you feel empowered to make informed financial decisions that will help you reach your unique financial goals.

In 2011, after a decade spent working at some of the biggest names in the financial planning industry, I realized I would have the greatest impact by opening my own independent financial firm. That has allowed me to continue my work of helping friends, neighbors, my community here in Orange County, California, and other families all over the country achieve financial independence.

I am dedicated to ongoing education. I am a graduate of San Diego State University and hold a Bachelor's degree in political science. I am also pursuing the Retirement Income Certified Professional® designation from the American College and have passed all necessary coursework. Throughout the year, I conduct Retirement Planning workshops to help people sort through the complexities that come with retiring, and I help them build a roadmap that will ensure they can retire with confidence. I also host a podcast called Candid Conversations: Retirement Talk with Ryan Cravitz. We discuss all things retirement from Social Security, income planning, investing, taxes, and more. 

I was born and raised in southern California, and currently live in Newport Beach. When I'm not designing financial plans you can find me playing beach volleyball, and spending time with my wife Racheal and our four-year old son Cody.

Confidence, Security, Peace of Mind –
That’s Cravitz Financial

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CONTACT

16755 Von Karman Ave. Suite #200
Irvine, CA. 92606
1-714-462-9155
Ryan@CravitzFinancial.com

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.  Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.

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