Employee Ryan Coulson
Newport Beach 520 Newport Center Drive Newport Beach, CA 92660
FAX NUMBER: 949-720-0042
This professional also serves clients in San Francisco
Ryan C. Coulson
Ryan Christine Coulson is a senior wealth strategist representing CIBC Private Wealth Management in San Francisco and Newport Beach, with 14 years of industry experience.
In this role, Ryan is responsible for developing integrated wealth management solutions, providing comprehensive estate and financial planning services to high net worth clients, as well as serving as a fiduciary representative for individual trusts and foundations.
Prior to joining the firm, Ryan served as a senior wealth planning strategist for Wells Fargo Private Bank where she worked with clients to develop tax-efficient wealth transfer and succession plans. Previously, she was an associate attorney with Centara Legal Group, APC, in San Diego, where she specialized in representing clients on estate, tax and financial planning matters, as well as providing counsel with regard to corporate entity structure and succession.
Ryan earned a Bachelor of Science with a concentration in business management from San Jose State University as well as a Master of Laws in Taxation and a Juris Doctor degree from the University of San Diego School of Law.
She is a member of the Trusts and Estates Section of the California Bar Association and is frequently involved with the American Red Cross. Ryan is also a soccer and skiing enthusiast.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.