Ryan Halvorson, CFP®

Equity compensation can play a meaningful role in how professionals build wealth, but it often comes with complexity that isn’t always easy to navigate. From RSUs and Stock Options to ESPP decisions and tax considerations, there are a lot of moving pieces. I work with clients to help them better understand how these elements fit into their broader financial picture so they can make informed decisions over time.

As a CFP® professional and Advisor at TCI Wealth Advisors, I bring more than a decade of experience in wealth management. My background includes roles at Merrill Lynch, US Trust, US Bank Private Wealth Management, and Morgan Stanley, which has given me a depth of perspective that I bring to every client relationship.

While I’m based in Tucson, Arizona, I work with clients across the country. Many of the people I work with are navigating equity compensation as part of their overall financial lives, and much of that work is done remotely. Regardless of location, my focus is on providing personalized guidance based on each client’s unique situation.

Whether someone is reviewing their first grant, managing a concentrated stock position, or thinking through future liquidity, my role is to help connect each decision back to their broader goals. My approach starts with understanding the full picture, including vesting schedules, tax considerations, risk tolerance, and what matters most over the long term. From there, I develop a plan that is clear, proactive, and uniquely theirs.

In addition to my client work, I serve as an adjunct lecturer at the University of Arizona and hold a leadership role at TCI, where I work closely with and support other advisors. I am also involved with Literacy Connects, serving on the organization’s investment committee.

Describe your passion for the industry and your role:

I enjoy working with a diverse range of clients, each with unique financial needs and goals. Whether I’m guiding someone through the complexities of equity compensation or providing financial planning for retirees, my focus is always on delivering personalized advice. I find tremendous fulfillment in being one of the first to hear about a client’s expanding family or an exciting new job offer. This approach allows me to develop long-term relationships with my clients from the very beginning.

What is a fun fact about yourself?

Fun fact and a bit of trivia about me: I share my birthday, October 19th, with my mom and my oldest daughter, Harper. I was born on my mom’s 29th birthday, and Harper was born on my 29th. It also happens to fall on Black Monday, which I like to joke means I was literally born into the industry. From a young age, I knew I wanted to become a financial advisor, and that early interest has grown into a career focused on building long-term relationships with clients.

What brings you happiness and fulfillment in your life?

Away from the office, I cherish the time spent with my wife Cassie, who I met during our college years at Northern Arizona University. GO Lumberjacks! We now call Tucson home and have two young daughters, Harper and Reese. Together, we enjoy exploring national parks, camping adventures and cheering on the Denver Broncos.

Get in touch with Ryan Halvorson, CFP®

4011 East Sunrise Dr.
Tucson, Arizona 85718

Phone: (520) 733-1477

ryan.halvorson@tciwealth.com

Ryan's Financial Tip

Ignore the “water cooler talk,” if you’re receiving equity compensation. Your strategy should consider your goals, risk tolerance, and overall personal circumstances. With objective guidance, you receive advice tailored to your individual needs because there is no one size that fits all strategy.

Education

Northern Arizona University
B.S.B.A Finance and Marketing

Accreditations, Awards & Accolades

CERTIFIED FINANCIAL PLANNER®
Adjunct Lecturer- University of Arizona Norton School of Human Ecology in the Personal and Family Financial Planning program
Member- Literacy Connects Investment Committee

Ryan's Picks

University of Arizona Norton School of Human Ecology Denver Broncos Literacy Connects

Hobbies & INTEREST

Sports Fan

Hiking

Home Improvement

The Latest from Ryan:

Should You Participate in Your Employee Stock Purchase Plan?

Apr 24

Understanding Employee Stock Purchase Plans (ESPPs): A Practical Guide

Aug 1

The RSU Tax Withholding Conundrum

Feb 7

Election Results, Emotions, and Your Portfolio: Reasons to be Calm

Nov 5

Get in touch with Ryan Halvorson, CFP®

4011 East Sunrise Dr.
Tucson, Arizona 85718

Phone: (520) 733-1477

ryan.halvorson@tciwealth.com

Ryan Halvorson, CFP®

Describe your passion for the industry and your role:

What is a fun fact about yourself?

What brings you happiness and fulfillment in your life?

Get in touch with Ryan Halvorson, CFP®

Ryan's Financial Tip

Should You Participate in Your Employee Stock Purchase Plan?

Understanding Employee Stock Purchase Plans (ESPPs): A Practical Guide

The RSU Tax Withholding Conundrum

Election Results, Emotions, and Your Portfolio: Reasons to be Calm

Get in touch with Ryan Halvorson, CFP®

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