Ryan Davis, AIF®
Guiding clients towards realizing their vision of security and fulfillment
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Serving Clients Nationwide
Guiding clients towards realizing their vision of security and fulfillment
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Planning
- Investment Management
- Life Insurance
- Retirement Planning
About Ryan Davis, AIF®
I’m Ryan Davis, AIF®, a San Diego financial advisor with more than 14 years of experience in the financial services industry. At FIDES Wealth Strategies Group, I help individuals and families with retirement planning, retirement income planning, comprehensive financial planning, and investment management. I am passionate about helping clients understand their options, make informed financial decisions, and approach their long-term goals with greater clarity and confidence.I began my career at North Island Credit Union, serving clients at branches throughout San Diego before becoming the organization’s only remotely based financial advisor for the San Diego and Los Angeles markets. That experience allowed me to combine my background in banking, investment management, and financial technology to serve clients effectively in both traditional and virtual settings. I joined FIDES in 2021, where I provide ongoing financial planning and investment guidance with an emphasis on education, organization, and attention to detail.
I hold the Accredited Investment Fiduciary, or AIF®, designation, which includes specialized education in fiduciary principles and prudent investment practices. I believe financial advice should be personalized, understandable, and centered on each client’s individual priorities. My goal is to simplify complex financial topics and help clients identify the practical steps needed to prepare for retirement and pursue their long-term financial goals.
A San Diego native, I live in Lakeside with my wife, Katie, and our son, Kieran, whom we welcomed in January 2026. Outside of work, I enjoy spending time with my family, hiking local trails such as Mission Trails, completing DIY home projects, playing bass guitar, building computers, and PC gaming.
Professional Designations
- Accredited Investment Fiduciary (AIF)
Primary Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About FIDES Wealth Strategies Group
FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence.As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.
Who We Serve
We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth.
Our Services
Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning.
As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy.
Why Work With Us
We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision.
Ryan Davis is an investment advisor representative of The Wealth Consulting Group an SEC-registered investment advisor, doing business as FIDES Wealth Strategies Group. CA Insurance Lic. #0I97828. WCG 26-152
Hobbies and Interests
- Family
- Hiking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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