Ryan Mulhearn is at the forefront of our wealth management strategies, serving as Vice President and Financial Advisor. When he joined VNFA in 2017, he brought with him four years of industry experience in retirement planning, portfolio administration, investment analysis, and client service. As a Certified Investment Management Analyst® (CIMA®) and a Licensed Insurance Agent in Pennsylvania, he assists clients with comprehensive financial planning, wealth management, insurance planning, and tax optimization.
Ryan graduated from Washington College with a degree in Mathematics and a minor in Economics. Ryan is dedicated to lifelong learning, continuing to enhance his skill set to better serve clients, and staying ahead in an ever-changing world as technology and innovation change the way we live, interact, and invest. “The financial services industry is constantly evolving, so it’s essential for professionals to continuously expand their knowledge and skill set. My ultimate goal is to enhance the client experience by driving successful outcomes. Education shouldn’t stop with the advisor; it’s our responsibility to pass our expertise on to clients so they can continue to grow as well.”
Education shouldn’t stop with the advisor; it’s our responsibility to pass our expertise on to clients so they can continue to grow as well.
Ryan is a Lehigh Valley native and currently resides in his hometown of Nazareth, where he met his wife, Nicole. His home is filled with his daughters, Charlotte and Avery, and their two dogs, Maci and Cali. He enjoys golfing, playing softball, tackling home improvement projects, and spending time with family and friends. He is active in the community, supporting Neighborhood Trust Financial Partners, an organization focused on creating financial security for low-income workers, and volunteering for various local causes.
As he looks to the future, Ryan envisions VNFA continuing to grow, prioritizing the ever-changing technological innovations that the world presents to stay ahead of the curve, and maintaining a leadership role in the financial services industry in the Lehigh Valley.
Professional Certifications*
- B.A. — Mathematics, minor in Economics — Washington College, Chestertown, Maryland
- Certified Investment Management Analyst (CIMA®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent, Pennsylvania
Affiliations* / Awards
- Lehigh Valley 40 Under 40 Award Recipient**
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.
**Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Valley National Advisers Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Please Also Note: Certain Awards/Rankings are of a prior date. During subsequent years, Valley National Advisers, Inc. (or the referenced professional) either didn’t apply or did apply but was not selected (see corresponding selection criteria/methodology).
LVB 40 Under 40