Ryan Roche

Financial Advisor



Joining the Roche Wealth Management team in January of  2014, Ryan’s extensive experience in the hospitality industry compliments Raymond James’ primary precept of ‘providing the highest level of service with integrity’.

Ryan achieved the CFP®  designation in April of 2016 and is a licensed registered representative having passed his Series 7, Series 66, and Ohio State Life and Health Insurance examinations.  He has also achieved the Accredited Asset Management Specialist AAMS® designation through the College of Financial Planning.

Areas of specialty for Ryan include:  Retirement Income Planning, Estate Planning, Risk Management, and operation of tax efficient portfolios.

Ryan is the founder of the Power of More Chamber Business Advisory Boards, President of the Westlake Chapter of AmSpirit, a former  Class ‘A’ member of the Professional Golfers Association.  He enjoys all things outdoors, golf, music, spending time with his wife Jennifer and their family pets.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.