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Ryan Roland

Ryan Roland

Client Service Associate

707-789-0642

707-769-9976

ryan@cvwpartners.com

Ryan joined Clearview Wealth Partners in May 2024 as a Client Services Associate. He supports the firm’s clients and advisory team by assisting with account administration, new business processing, and day-to-day service needs. His attention to detail, organization, and commitment to follow-through help ensure a seamless client experience from start to finish.

He holds his FINRA Series 7 through LPL Financial and additionally has California Life and Health Insurance licenses.

Ryan earned his Bachelor of Science degree in Advertising from the University of Oregon. Outside the office, he enjoys pickleball, golf, and skiing, and values time spent outdoors with friends and family.

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