Photo of Ryan Franklin
Ryan Franklin
Director
CFP®, CPA/PFS
ryan.franklin@mossadams.com
(509) 834-2458
My Profile

Industry Expertise

Cross Industry

Practice Focus

Estate Tax Planning Financial Planning Personal Tax

Biography

Ryan has worked in financial services since 1998, specializing in wealth management. He helps closely held business owners and individuals develop their financial plans, manage assets, and achieve investment and business goals.

As a CERTIFIED FINANCIAL PLANNER™ practitioner and certified public accountant, Ryan helps his clients integrate their financial planning, estate planning, and tax strategies with their investment portfolios. He also holds a Personal Financial Specialist credential from the American Institute of Certified Public Accountants and a Series 65 license from the North American Securities Administrators Association.

Ryan is also a member of the firm’s Investment Committee where he assists in developing investment strategy, policies, and research.

Professional Affiliations

  • Board Member, Selah Education Foundation
  • Board Member, Yakima Tennis Club
  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, accounting, Washington State University
  • Graduate, College for Financial Planning

Insights from Ryan Franklin

Alert
New Incentives, Changes to Retirement Planning Included in SECURE 2.0 Act
A new spending bill affects personal, employer, and business-related retirement provisions. See what’s new, and what was omitted.
Alert
Article
Transition Planning During Times of Disruption Such as COVID-19
The disruption caused by COVID-19 can provide limited-time planning opportunities for transitioning your business.
Article
Article
How Donor-Advised Funds Can Enhance Charitable Giving and Financial Planning
Donor-advised funds (DAFs) can benefit personal financing strategies, though proposed legislation could impact how they work.
Article
Article
New Provision Allows More Tax-Free Savings with 529 Plans for Education Expenses
New tax reform provision allows more tax-free savings for education expenses as well as increased flexibility with 529 plans.
Article

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.