Ryan Rink, CFP®, EA, ChFC®, CLTC®
Partner & Financial Advisor
Getting to know each client’s individual situation and seeing them achieve their financial aspirations is what provides Ryan the greatest satisfaction. He takes the time to thoroughly listen and understand what is important to each person for their lifestyle and financial needs before creating a personalized financial plan. Knowing that life is ever-changing, Ryan partners with his clients to ensure their plans are frequently monitored and updated for any future changes.
Ryan graduated from the University of Wisconsin-Madison with a bachelor’s degree in Personal Finance. Ryan is a CERTIFIED FINANCIAL PLANNERTM and Enrolled Agent (EA) tax professional. Additionally, he holds the Chartered Financial Consultant® (ChFC®) and Certified in Long Term Care (CLTC®) designations. He serves on the Financial Planning Association (FPA) of Wisconsin board and is the current NexGen Chair. He actively volunteers at 3rd Decade, a non-profit organization that provides free financial mentoring and education to young adults.
Ryan and his wife, Bri, reside in Hartford with their son, Liam, and goldendoodle, Piper. Outside of Shakespeare, Ryan enjoys spending time with friends and family, traveling and cheering on his alma mater, the Wisconsin Badgers.
Financial Specialties
- Retirement Planning
- Insurance Strategies
- Charitable Planning
Financial Certifications
- CFP®
- EA
- ChFC®
- CLTC®
Volunteer Organizations:
- 3rd Decade
- Financial Planning Association (FPA) of Wisconsin – NexGen Chair
- SecureFutures
- Habitat for Humanity
Goldendoodle named Piper
The Melting Pot
R – first, middle and last name all start with R
Green Bay Packers
Associations
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A Year in Review: Economic Updates from 2023
By Nick Ziarek | December 29, 2023 Read More > about A Year in Review: Economic Updates from 2023Year-End Financial Planning Checklist
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By Ryan Rink | December 10, 2023 Read More > about Tip of the Month | December 2023What Wealthy Families Get Wrong About Financial Advisors
By Kevin Reardon | December 5, 2023 Read More > about What Wealthy Families Get Wrong About Financial Advisors VIEW ALLWHAT’S ON YOUR MIND
Shakespeare Wealth Management, LLCN22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260
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