November Chapter Meeting
Join Us in Our November Chapter Meeting: 11/19/2026, 9:00AM PST
TOPIC: Tax Favored Investing
A discussion chosen with payroll professionals in mind. 💯
LOCATION: Virtual
Speaker: Ryan Ballesteros
ABOUT THE SPEAKER:
Ryan Ballesteros is a dedicated financial advisor focused on assisting families, business owners, and professionals in managing their wealth with clarity, purpose, and confidence. For Ryan, the foundation of effective financial advice lies in attentive listening. By truly understanding what matters most to his clients, he guides them in making informed financial decisions that align with their aspirations and the legacy they wish to establish.
His commitment to serving others was shaped by personal experiences that influenced his outlook and mission. After the unexpected loss of a beloved family member, Ryan recognized how meticulous planning can alleviate uncertainty and provide clarity during challenging times. His diverse upbringing has enhanced his ability to connect with individuals from various backgrounds, ensuring that clients feel understood right from the start.
As both a financial advisor and entrepreneur, Ryan offers a unique perspective cultivated from experiences on both sides of the industry. Alongside his advisory practice, he co-founded Canid Roots, the first subscription-based raw dog food company in Silicon Valley. This venture provided him with invaluable insights into the opportunities and challenges faced by entrepreneurs, enabling him to better assist business owners in aligning their personal and business financial objectives.
Ryan joined New York Life as an agent in 2016. By 2021, he had become a partner in the Silicon Valley General Office, where he focused on recruiting, coaching, and mentoring fellow financial professionals. He served as President of the National Association of Insurance and Financial Advisors (NAIFA) Silicon Valley Chapter from 2023 to 2025. Additionally, he is a founding partner of Hooz Wealth Strategies and Insurance Solutions, LLC, an Investment Adviser Representative with Eagle Strategies LLC, and a Registered Representative with NYLife Securities LLC.
Outside of his professional commitments, Ryan cherishes time spent with his wife, children, family, and friends. He is actively involved in his church's children's ministry and is passionate about enhancing financial education and supporting organizations that empower local communities.
Tickets
$20.00 Non- Member Ticket
$0.00 Member Ticket
