Ryan Luczynski, AIF, MBA, CFS

Ryan Luczynski, CFS, MBA, AIF is a financial advisor with over 20 years of experience helping individuals and business owners build, protect, and transition wealth. He specializes in comprehensive financial planning, tax-efficient investment strategies, and retirement plan design, partnering with business owners to develop thoughtful plan structures and exit strategies that focus on maximizing value and support long-term legacy goals.

Most recently, Ryan served as Vice President, Portfolio Consultant at Themes ETFs (2025), driving asset growth across New England and New York. Prior to that, he spent 12 years as Regional Director at Allspring Global Investments, growing his territory from $125 million to over $600 million in assets and consistently ranking among top national performers for flows and revenue. His earlier experience at Evergreen Investments/WFAM and Smith Barney built a strong foundation across mutual funds, ETFs, SMAs, and alternative strategies within wirehouse, IBD, and RIA channels.

Ryan earned his MBA from Plymouth State University and holds Series 7 and 66 licenses along with the Accredited Investment Fiduciary (AIF) designation. A former NCAA DIII ice hockey player and Ironman finisher, he remains active as a ski and lacrosse coach and community supporter.

He and his wife, Jackie love to travel, ski, and most importantly spend quality time with their children Shiloh, Rowan, and Sawyer, two dogs—Gus and Myra—and three chickens. Ryan is passionate about delivering disciplined, strategic guidance that helps clients move forward with clarity and confidence.