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The Malibu Wealth Planning Team

Ryan Morelli

Ryan’s passion for retirement income planning came from witnessing his grandparents get taken advantage of during retirement. After watching them, Ryan became determined to help prevent the same situation from happening to someone else’s grandparents. He opened his own financial firm in 2003 to help retirees “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. You may have previously seen him on the “Coastal Business Report” on the ABC affiliate KEYT, where he discussed local financial issues. Ryan is also a best selling author. His book, “The Weight of Your World” focuses on many pertinent issues today’s retirees face.

A native Californian, Ryan enjoys life in Malibu with his wife, Tara, two children, Ronan and Quinn, and his father, who lives with the family. He also enjoys running, CrossFit, skiing, going to the beach and going out to dinner. An active dad, Ryan is on the Little League board and coaches his kids’ soccer, baseball and basketball teams.

Robert Mammucari

Robert has spent his career as a seasoned automotive executive and operations leader with over two decades of diverse experience spanning the automotive, military, and technology sectors. Having served as Senior Operations Manager at Nissan Motor Corporation, Robert has presided over dealer operations across the New York market, driving performance, process optimization, improvements in customer experience, and expanding into key areas such as insurance and annuity offerings. Prior to this role, Robert served as National Sales Manager at CarOffer, where he successfully led national sales strategy, product development initiatives, and customer partnerships.

With a proven track record in leadership, Robert has held pivotal management roles at Mercedes-Benz USA and the Piazza Auto Group, consistently delivering revenue growth, elevating sales team performance, and advancing operational excellence. Earlier in his career, Robert served over 12 years in the United States Marine Corps as a Logistics Officer and Drill Instructor, managing multimillion-dollar military assets and leading teams through complex, high-stakes operations both domestically and internationally.

Robert holds a Master of Business Administration (MBA) in Strategic Management and Organizational Leadership from SMU Cox School of Business and a bachelor’s degree in business management with a focus on Sports Management from Oklahoma State University.
Robert has known Ryan for almost 4 decades and joining Ryan’s team is very exciting. Robert is a dynamic leader known for his strategic thinking, resilience, and ability to bridge operational challenges with growth opportunities. He will be a great fit for Malibu Wealth Planning.

Let’s Talk! Give us a call at (424)395-5949
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