Ryan Klekar, CTFA, CFP®
LP
About Truepoint
Truepoint is an independent financial advisory firm empowering clients with three distinct service levels to appropriately meet their varying needs: Truepoint Family Office, Truepoint Capital and Truepoint Financial.
Truepoint Values
- Independent, unbiased financial advice – founded on the fiduciary principles of always placing the interests of the client first
- Integration of specialized expertise – building a cohesive team of highly qualified speicialists to create a deep resource of knowledge and skill across the wealth management spectrum
- Superior client experience – Viewing our approach to service through the lens of the client and striving to exceed client expectations
- Employer of choice – fostering a culture and business environment that attracts, develops and retains talented team members who are motivated, enjoyable to work with, and passionate about serving clients
- Industry and community leadership – sharing our time and talents to benefit others while furthering our development as leaders and increasing the awareness of our firm
About Ryan J. Klekar
Ryan has been in financial advisory services since 1999 and with Truepoint since 2011. His background includes specializations in retirement, business and estate planning, as well as managing corporate retirement plans for business clients. Ryan is an advisor for Truepoint Financial clients and leads the Institutional Services Committee, focusing on corporate retirement plan clients, as well as foundation/endowment and non-profit clients.
Outside of work, Ryan is actively involved with the Juvenile Diabetes Research Foundation, leading its Young Leadership Committee. He has a personal connection to this organization, as his son was diagnosed with Type 1 diabetes in early 2011. Ryan is also a tutor at Silverton Paideia Academy and regularly participates in Accounting for Kids Day.