CA Insurance Lic. # 0E65002
With over two decades of experience in the financial industry, David Ryzman brings a deep-rooted passion and extensive knowledge to his role as a Wealth Advisor at GreenPoint Wealth Management. A native Texan, David grew up with a natural curiosity for personal finance, tracing back to his early childhood days of coin collecting.
David earned his degree from Texas A&M University and began his career at Fidelity Investments in 2000, where he rose to the position of Vice President. In 2014, he transitioned to an independent status with Navigation Financial, further expanding his expertise and client base. David achieved his Certified Financial Planner (CFP) designation in 2006 and has since specialized in retirement income planning, helping clients navigate the complexities of securing their financial future.
David's career milestones include going independent in 2013 and achieving $100 million in team assets under management (AUM) in 2020. His go-to financial advice centers on generating income through all market conditions while maintaining a sharp focus on downside protection, ensuring clients can achieve growth while mitigating risks.
David's favorite aspect of his role is the trust and friendship that develops in his relationships with clients, coupled with the satisfaction of helping them achieve their financial goals. He values in-depth discussions of goals and objectives, ensuring a comprehensive understanding of each client's unique needs and aspirations. David's dedication to his clients and his passion for personal finance make him an invaluable asset to GreenPoint Wealth Management.
Outside of work, David enjoys an active lifestyle that includes surfing, soccer, and yoga. David resides in Dallas with his wife Christy, children Ollie and Jagger, and their three dogs.