Calidris Financial

Inspired by nature.

At Calidris Financial, we help our clients navigate life’s challenges with time tested guidance to remain focused on the goal.

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 is a dynamic journey – one filled with headwinds, tailwinds, and obstacles.

At Calidris Financial, we draw inspiration from nature. We help our clients navigate life’s challenges with time tested guidance to remain focused on the goal, just as Calidris has done for 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, Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®). As a CERTIFIED FINANCIAL PLANNER™, 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 serves clients across the country.

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.

Ryan J. Bass, domiciled in South Carolina, California License 0F24471.

We are licensed to sell insurance products in the following jurisdictions: AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OR.
We are licensed to sell securities products in the following jurisdictions: AZ, CT, FL, GA, IA, MD, MN, NC, NJ, NY, SC, TX, UT.

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

Financial Planning

Insurance Services

Investment Services

The 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.

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Organization

We help bring order to your financial life, by assisting you in getting your financial house in order at both the “macro” level that includes investments, insurance, your estate, taxes, etc., and also the “micro” level of household cash flow.

balance

Objectivity

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters through our availability to consult with you at key moments of decision-making, doing the research necessary to ensure you have relevant information, and managing and disclosing potential conflicts of interest in our relationship.
skills

Proactivity

We work with you to anticipate your life transitions, and to be financially prepared for them, by regularly assessing potential changes that may be coming in your life and creating an action plan necessary to address and manage them ahead of time.
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Education

We will explore what specific knowledge you will need to succeed in your situation by first thoroughly understanding your needs. We will then explain your options, as well as the risks associated with each choice, and then provide the necessary resources to facilitate your decisions.
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Accountability

We will help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
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Collaboration

We attempt to help you achieve your financial goals, and we’ll work in concert with you, not just for you, to make this possible. By taking the time to clearly understand your background, attitude towards investing, as well as your needs and objectives, we’ll work collaboratively with you, and on your behalf, while offering transparency around our costs and compensation.

Plan with Confidence

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.

Access Your Accounts

Calidris Financial

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Contact us

Our contact details are listed below. If you would like to send us a message, please use the form provided.