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Ryan Penniman is a Client Advisor with MRA Associates. In this role, he provides investment advisory, tax planning, tax compliance, and wealth management services to clients. His primary focus is on developing financial planning strategies to include cash flow planning, estate planning, tax planning, risk management, and other disciplines that make up holistic wealth management.
Prior to becoming a client advisor, Ryan was a first a client associate and later a senior client associate at MRA Associates. In these roles, he gained valuable knowledge in business succession planning, investment analysis, and identifying synergies among client entities for estate and income tax savings. During college he worked as a research analyst at Fogel-Genz and Associates in Scottsdale.
He graduated from the Master of Taxation program at Arizona State University in May, 2013. Ryan also holds Bachelor of Science degrees in both Finance and Accountancy, from the W.P. Carey School of Business at Arizona State University, where he graduated Cum Laude. Ryan is a Certified Public Accountant in Arizona.
Ryan is actively involved with Emerging Leaders, which is a professional organization that wholly supports the Phoenix Children’s Hospital. He has been a member of the Signature Event Committee since 2015.
In his free time, Ryan enjoys spending time with family and friends, traveling, and exploring the world.