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 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 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.
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.
Organization
Objectivity
Proactivity
Education
Accountability
Collaboration
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.
Calidris Financial
© 2024 Calidris Financial. All Rights Reserved.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 250 West 34th Street One Penn Plaza Suite 2035 New York NY 10119-0002 (212) 736-2001. Calidris Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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.
CRN202707-6801909