Calidris / 'kal·i·dris
A genus of highly migratory birds. These experienced flyers overwinter on the Andean Plateau and breed in the high Arctic, a 15,000 mile roundtrip trek. They demonstrate prudence, tenacity, and commitment to their goal.
Achieving financial independence can be a dynamic journey – often filled with headwinds, tailwinds, and obstacles.
At Calidris Financial, we draw inspiration from nature. We strive to help our clients navigate life’s challenges with professional guidance to remain focused on the goal, just as migratory Calidris has done for a millennia.
Meet Your Financial Advisor
Ryan J. Bass
Ryan J. Bass is an Investment Adviser Representative (“IAR”) with over 20 years of experience in the financial industry.
Ryan holds a Bachelor of Science in Finance and Management Information Systems from Boston College. He is a lifelong student of the industry and dedicated to advancing his education.
Ryan is credentialed as a CFP® practitioner and holds the following designations: Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®). As a CERTIFIED FINANCIAL PLANNER™ professional, he emphasizes a planning oriented approach and is committed to the highest standard of care set forth by CFP® board.
Ryan was an early adopter of virtual meeting software and continues to embrace this technology to better serve clients.
A lifelong New Yorker, Ryan now resides in Charleston, South Carolina where he enjoys spending time with his family. He is an avid birdwatcher, naturalist, and native plant enthusiast.
Ryan has served on the board of the Putnam Highlands Audubon Society. He is an active volunteer with Cornell University’s Lab of Ornithology as a Regional Reviewer for Project eBird. He continues to devote his time as a team leader in annual ornithological surveys.
Ryan is a cook, often drawing inspiration from his travels. And like any good cook, he’s a wine enthusiast, with a growing cellar of wines from Piemonte, Burgundy, and Rhone.
Financial Planning
Investment Services
Philosophy Behind Our Services
Through our ongoing financial planning relationship, our goal is to provide you with meaningful financial advice that will help instill confidence in your ability to meet your evolving goals as you move through the various stages of your life.
Understand
Discover
Analyze
Recommend
Collaborate
Implement
Monitor
Ryan J Bass, CFP® is voluntarily committed to the high standards of competency and ethics put forth in the Code of Ethics and Standards of Conduct.
As a CFP® practitioner, Ryan acts as a fiduciary, and therefore, in the best interests of the client when dispensing financial advice.
Advisory services are offered by Calidris Financial, LLC an Investment Advisor in the State of South Carolina. Being registered as an investment adviser does not imply a certain level of skill or training.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of SC or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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