Ryan Petti

CFP®, RICP®

Financial Planner

Professional Experience

Ryan joined Sentinel Group in 2020 as a Contributions Associate. As a part of the Operations Team, Ryan gained an understanding of the behind the scenes work that keeps retirement plans running smoothly.

Ryan offers fee-based investment management and financial planning services to businesses, individuals, and their families. He provides education and guidance to plan participants to help maximize their retirement benefits for the retirement they deserve. Ryan is motivated by the desire to help people and build lasting relationships.

Educational Background and Certifications

  • Connecticut College, New London, CT – Bachelor of Arts – Economics
  • FINRA Series 65
  • The Commonwealth of Massachusetts – Life Insurance License
  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Income Certified Professional®, RICP®

 

Hometown

Tewksbury, MA

Out of the Office

As a former collegiate and professional hockey player, Ryan still gets on the ice through a league in his hometown. He loves spending time with family and friends, watching sports, and traveling.

Check the background of this investment professional on FINRA's BrokerCheck.

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