Ryan P. McColgan


    Focus: Insurance Strategies, Business Owners, Financial Education, Investment Strategies, Group Benefits, Estate Planning, Retirement Strategies, Student Loan Refinancing

    Languages: English

    Focus: Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Financial Education, Business Owners, Business Succession Planning, Risk Management Strategies, Estate Planning 

     

    Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.  As a Financial Professional I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your needs
    • Implement your strategy with products and services that help meet your needs

     

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience and world-class tools, I help build financial freedom for my clients. 

    Ryan graduated from Baruch College with a Bachelor of Arts degree in Finance and utilized that over a twenty-year career. He started on Wall Street with Wolverine Trading, a well-respected proprietary trading firm in multi asset products ranging from equities and commodities to derivative strategies. In 2006 he became partner of GS Energy Partners and built a firm that continued to expand into multi asset strategies expanding the overall profitability of the firm.

    Ryan lives in Massapequa with his wife Danielle and three children. As a father of three, the aspect of community and the programs his children are involved with are important to him. Ryan is an active volunteer coach with the Catholic Youth Organization (CYO). When not coaching, Ryan can be found fishing or golfing.

    Education:

    Baruch College - Bachelor of Arts in Finance

    Affiliations & Memberships

    Security Traders Association of New York (STANY)

     

    Community Involvement:

    Catholic Youth Organization - Volunteer Basketball Coach

     

    I am licensed to sell Insurance Products in the following jurisdictions:
    New York

    FINRA Licenses – Series 3, Series 7, Series 63 and Series 65

    Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and affiliates * Springfield MA 01111-0001 Registered Representative of and securities products, investment advisory and financial planning services offered through MML Investors Services, Inc. a MassMutual subsidiary * Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY  11791 (516) 364-4203. Center for Wealth Preservation, Gary Ranftle, General Agent.

    Education

    Baruch College - Bachelor of Arts in Finance

    Affiliations & Memberships

    Security Traders Association of New York (STANY)
    Knights of Columbus Member

    Community Involvement

    Catholic Youth Organization - Volunteer Basketball Coach
    Massapequa Coast Little League - Volunteer Coach

    See Ryan’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Ryan

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    Center for Wealth Preservation, LLC

    Main Office

    6800 Jericho Turnpike Suite 202W
    Syosset, NY 11791

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    CRN202207-267935