Ryan has been helping people with retirement planning for over 23 years and he is the author of The Weight of Your World: Understanding the New Reality of Your Retirement.
Ryan’s passion for retirement income planning began after witnessing his grandparents get taken advantage of during their retirement years. As a result, he became determined to prevent the same situation from happening to others. With that mission in mind, he opened his own financial firm in 2003 to help retirees confidently “enjoy the ride.”
Ryan is a graduate of the University of California at Santa Barbara and holds an insurance license in the state of California. Additionally, you may have seen him featured on the “Coastal Business Report” on ABC affiliate KEYT, where he regularly discussed local financial topics. Beyond his on-air presence, Ryan is also a best-selling author. His book, The Weight of Your World, highlights many of the challenges today’s retirees face and offers practical solutions.
A native Californian, Ryan lives in Malibu with his wife, Tara, their two children, Ronan and Quinn, and his father, who resides with the family. In his free time, he enjoys running, CrossFit, skiing, beach days, and dining out. Moreover, as an engaged and active dad, Ryan serves on the Little League board and coaches his kids’ soccer, baseball, and basketball teams.
“Hi, I’m Ryan Morelli. I’ve been a financial advisor for over 23 years—17 of those dedicated to helping the hardworking employees of PG&E retire with confidence and peace of mind.
If my name sounds familiar, you may have seen me at one of the educational seminars I’ve hosted at the PG&E Energy Education Center over the years. I’ve personally guided many PG&E employees through the retirement process, and chances are, you may know someone I’ve helped.
My passion for this work runs deep. I’ve seen firsthand how poor financial decisions affected my elderly relatives, leading to emotional hardship—tears, anxiety, and shame—during a time that should have been filled with ease and joy. That experience changed me.
For more than two decades, I’ve committed my life to making sure others don’t go through the same pain. I’m here to help you make some of the most important decisions of your life—so you can truly enjoy your retirement years.”
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