C. Ryan Haffey

C. Ryan Haffey, CDFA®, CFP®
Director Financial Advisor Truist Investment Services, Inc.

125 Worth Ave

Suite 210,

Palm Beach, FL 33480-4406

About me

Background

Ryan Haffey is a Financial Advisor and partner with The Longwater-Haffey Group of Truist Investment Services, Inc. He began his career in financial services in May of 2000 and has been dedicated to helping clients make well informed decisions regarding their financial well-being ever since. With an everlasting desire to learn and commitment to uphold the highest ethical standards, Ryan earned the CERTIFIED FINANCIAL PLANNER™ designation 2007. He is passionate about educating clients while providing solutions in the areas of financial planning, insurance, and investing. His knowledge and experience also offer clients a valuable resource for guidance on estate, tax, and philanthropic matters.   

Ryan's clients include a select group of multi-generational families, business owners, high earning professionals, retirees, charitable organizations, and qualified retirement plans.    

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
Florida State University 1995 1999

Personal Interests

Ryan enjoys living in Palm Beach Gardens with his wife, Sonya, and their four children. He is actively involved with First Presbyterian Church of North Palm Beach and his children’s extra-curricular activities which include soccer, dance, theater, and golf.  He likes to spend time with family, fishing, and playing golf.    

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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