Office Manager, CFP®
Brenda Upton, a CERTIFIED FINANCIAL PLANNER®, is the Office Manager for Ryan Wealth Management. She has worked in the finance industry for seven years and previously worked as an office manager and bookkeeper. She enjoys assisting the advisors as they help clients work towards their financial goals and develop greater peace of mind.
Brenda entered the financial world with a desire to create a strong financial path for her family. Having completed a Bachelor's degree in Business Administration with a Concentration in Finance, Brenda has extensive knowledge of the finance industry. She is the subject-matter expert on 401(k) plans for small businesses and specializes in retirement plans. She also offers computer software support for clients. With over 7 years of experience in the field, she understands clients' needs and helps advisors offer valuable tools to ease their way as they move through the retirement planning process.
Brenda lives in her hometown of Marysville, California, with her husband and three kids. She enjoys boating, running, camping, and attending her kids' sporting events. She is an active community member and participates in 4H, FFA, youth baseball, and youth softball.