ABOUT - Milestone Wealth Management - Ryan Cravitz

I’m Ryan Cravitz!

I’ve been working in the financial planning industry for 18 years now. Over that period of time I have developed a passion for helping people that are serious about their financial future simplify their financial lives and achieve financial freedom.

MY STORY

"Simplified, I like that. What does that mean?"

Oh…don’t get me started. You know how a lot of financial advisors like to use big fancy jargon probably just to make themselves sound smart. Yes —I’ll bet you do!

You’re not going to hear me say words like Sharpe Ratio, Treynor Ratio, Standard Deviation, Alpha, or Beta. What!? Did I just say Alpha Beta? Wasn’t that a super market?


Well, yes Alpha Beta actually was a super market.


I’m here to help translate and turn financial jargon into English. Look, I forget who said this, but I believe…


If you can’t explain it simply it means you don’t know it well enough!

Why I Do What I Do

You might be surprised to hear this, but when I began my career in the financial industry right out of college, I really didn’t have much passion for what I did.

It all began in the last semester of my senior year. At that point, I really hadn’t figured out what I wanted to do for a career when I graduated college.

As fate would have it, I met a recruiter from a financial services firm that came to my college. After speaking with him, I thought it sounded intriguing.

However, at the time, I simply knew I had a knack for numbers. I’ve been fortunate that math has always come pretty easy to me.

So…I figured why not. Let’s give this financial planning stuff a shot!

Long story short I was hired right out of college.

I didn’t know it at the time, but the next years several years had a tremendous impact on me.

I remember experiencing the stock market tanking both between 2000-2002 and then again in the so-called Great Recession of 2008. I heard story after story from people who were planning to retire. However, many were forced to delay retirement or retire with far less than their expectations.

I recall the NINJA loans. Remember those? No Income, No Job, No Assets. – NO Problem, right?!? Oh yes, it was problem. It was a huge problem for many. I’ve seen houses lost, dreams destroyed, and plans for retirement ruined.

I’ve seen people that have missed out on thousands of dollars because they didn’t coordinate Social Security benefits with their spouse the right way. Unfortunately, it was too late when they found out they had not moved in a better direction.

I saw people that outlived their retirement savings due to unexpected, and unplanned medical expenses that required them to change their lifestyle drastically.

It was these experiences that gave me my passion for helping achieve financial freedom and secure their financial future.

I’ve seen the pain, the worry, the fear. I realized that I could make an impact and I decided that I wanted to make a real difference.

This led me to founding my own independent firm, Milestone Wealth Management & Insurance Solutions in 2011.

And I have never looked back...

Today, I help my clients solve complex financial planning issues, grow and protect their hard-earned money, and achieve financial freedom.

In other words, I get to help my clients make their financial life awesome!

To learn what it would be like to work with me, click the button below:

You can also choose to learn a little more about me by reading on. I mean, the fact is that if you are a Celtic fan, we may not mesh well. Just saying.

THE PERSONAL STUFF

Family, love, shows - views towards life

I was born and raised in Southern California. I grew up in L.A. County and went to high school in Walnut. Go Mustangs!

I then moved on to San Diego County to attend San Diego State and completed my Bachelor’s degree there. I loved San Diego so much that I didn’t end up moving until about 11 years ago. That was when I moved to Orange County.


I met Racheal, the wonderful woman that ended up becoming my beautiful Wife in the Summer of 2013. We were married in 2016 and we are living in Newport Beach, CA.

In May of 2018 our son Cody was born. Still no dogs, but I think that’s coming soon. I grew up with dogs and love dogs, but Racheal really loves dogs…so it’s coming.

Favorite activities – I love being active and I exercise about 5 times a week. I like to mix it up. I’ll do a variety of different things such as going to the gym, swimming, hiking, or doing some crazy workout I just find randomly on Youtube!

My favorite sport to play is beach volleyball. I have been playing for over 20 years and today you can usually find me playing at least a couple times a week. Most often, I play at Corona Del Mar.

Favorite TV Shows – Breaking Bad, Seinfeld, The Sopranos, Two and a Half Men, The Office, America's Got Talent.

Favorite Movies – Shawshank Redemption, Scent of a Woman, Office Space, Gladiator.

Favorite Sport Team – Lakers all the way. It's been tough to be a big fan of them the last few years. I'm certainly glad we were able to get LeBron though!

Favorite Food – Mexican and Thai

Favorite Quotes –

Confidence, Security, Peace of Mind –
That’s Milestone Wealth Management

Are you losing sleep about your money and your financial future? 


CONTACT

17011 Beach Blvd #900 
Huntington Beach, CA 92647

1-714-462-9155


 
info@MStoneWealth.com

AFFILIATES


Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Milestone Wealth Management & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at: https://nationalsocialsecurityassociation.com/become-an-advisor/. Insurance License #0H09331