Ryan Colwell - C and C Planning Group

Specializing in responsible investing since 1997

We pride ourselves on building a super friendly, accessible practice while demonstrating sustainability in all that we do. As a certified financial planning professional, Ryan’s primary goal is to empower his clients to reach their financial independence and dreams.

Ryan understands the value of communication and being accessible to his clients

He takes pride in following through with an individual’s financial plan and genuinely cares about any lifestyle changes that affect that plan. Ryan seeks out investments that place a high priority on social and environmental impact and “active engagement” meaning portfolio managers engage with senior level management to improve performance in environmental, social and corporate governance (ESG).

With the growing popularity of responsible investments, it is important to understand the nuanced differences in each investment’s methodology towards RI /Impact investing. Ryan has been studying and providing RI investment solutions for 22 years (long before it was hip). Ryan considers himself an expert in this field.

Ryan Colwell

BA, CFP, RHU, EPC, CFDS, RIAC

Darlene Colwell

Assistant (Unlicensed)

I am totally satisfied with Ryan's service. He is always there to help me when I get stressed or need help.

Ryan has always been there for me and I can't imagine working with anyone else.

I think Ryan gives terrific service - friendly, pro-active, knowledgeable.

We've had excellent, reliable service from Ryan and Darlene all the way along.

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