Ryan Parson is Chairman and Chief Investment Officer of Sunlight Peaks. A renowned nationwide speaker and wealth strategist on alternative investing and portfolio management, Ryan has more than 20 years of experience in the financial services, insurance, and real estate industries. His unique expertise comes from an in-depth knowledge of both the traditional financial services market and alternative investments, as well as his rich history of activity in various sectors including real estate, health care, and energy.
Frustrated with traditional investments and realizing investors had very few options for private alternative deal flow or even opportunities to diversify into other sectors, Ryan began putting his own deals together. To share his offering with other like-minded, high net worth investors, Ryan combined his experience as a teacher, speaker, and financial leader to create Sunlight Peaks. They provide clients with the tools to organize their wealth, wealth planning services, access to desirable, off-market deals not available to the public, as well as exposure to industry experts well-versed in the alternative investment space and advanced financial educational topics.
Ryan speaks nationally about private and institutional capital deployment techniques, investment analysis, portfolio management, and advanced financial planning strategies. In 2019, Ryan authored “Your Money CEO: Finding Financial Confidence in Today’s Chaos.” Listen in and learn about who to trust with hard earned wealth!
HIGHLIGHTS OF THE EPISODE
00:23 – Guest Intro: Ryan Parson
01:53 – Helping high net worth folks find the freedom to live their life
06:37 – Defending the Do-It-Yourself family and investor
09:57 – A disappointing experience
16:05 – Understanding both the big picture and the details
19:56 – Time freedom is the essence of lifestyle
22:50 – Traditional avatar and how much does it cost?
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