Ryan Morse

CFP® AIF®

Wealth Advisor

Ryan Morse is a wealth advisor in the San Diego office at Octavia Wealth Advisors. His long experience has made him a seasoned expert at helping clients with financial planning, investment decisions, and wealth protection needs. Ryan enjoys seeing people realize greater peace of mind as they grow and protect their wealth over time. Hearing his clients say that they have complete trust in him is particularly gratifying to Ryan. He also takes great pleasure in knowing that his early clients—many of whom started with contributions as small as a few hundred dollars per month—now have six-figure accounts.

Prior to joining Octavia’s team in 2020, Ryan worked at Midwest Financial Partners for nearly 20 years.

Ryan earned a Bachelor of Science from San Diego State University. He is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®).

On the personal side

Ryan is married and has two sons. When Ryan himself was a child, his father played a mean game of wheelchair basketball and Ryan often went to watch. During an out-of-town game to Tijuana, Mexico, his father’s team put Ryan in to play. Ryan scored his first and only two points of his brief wheelchair basketball career.