Broker Check
Ryan P. Woodring, CFP®, CRPC®, CDFA™

Ryan P. Woodring, CFP®, CRPC®, CDFA™

Managing Partner

Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and also carries the designations of CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselorâ„ , and Certified Divorce Financial Analyst™.

Ryan started his career at Merrill Lynch under their Paths of Achievements Program. There he earned the title of Certified Financial Manger working within Merrill’s Private Client Group.

His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney / Citigroup Global Markets, Inc. There he gained the designations of Financial Planning Specialist as well as Wealth Advisory Specialist.

Ryan joined Heritage Investment Partners, LLP as a Managing Partner in July of 2008.

He is an active member in the Lions Club International, the Estate Planning Council of Northern New Jersey, and the Financial Planning Association.