Company Bios

RYAN AARON PURDIE
Ryan has assisted in the planning of numerous cases for high net worth individuals, integrating a wide range of specialized tools and structures into a comprehensive financial plan for the past 9 years. Ryan has a wealth of knowledge in all components of financial planning and enjoys working closely with both clients and teams of advisors to deliver a timely plan which encompasses all of the clients’ goals. Prior to opening Creative Planning Solutions (CPSI), Ryan was a Case Manager with a small family-owned firm specializing in providing planning services for high net worth individuals and business owners. Ryan understands how to discuss sophisticated estate, business, and tax concepts in a way that everyone can grasp, giving clients and their other professional advisors confidence in moving forward with the recommendations set forth with a complete understanding how their plan will benefit or improve their situation. Ryan’s specialty is working with business owners and executives in optimizing their wealth by providing sound business strategies.

Professional Experience

Owner/CEO/CFO

Creative Planning Solutions, Inc., located in Corona, California. Provides comprehensive fee-based financial planning.

Owner RJP Financial & Consulting, Inc., located in Riverside, California. Provides management and consulting services to small businesses and interpreting services for the deaf community.
Case Manager LFOS, Provided comprehensive fee-based financial planning.
Registered Service RepresentativeNew York Life Insurance Company, New York Life Insurance Company, assisting clients plan for their financial futures.


Education

Ryan started his education in 1997 at Crafton Hills College in Yucaipa studying Marketing and he completed his Financial Planning degree at University of California, Riverside. Ryan is currently Series 65 licensed as an Investment Advisor Representative.

More About Ryan

Ryan is an articulate speaker who communicates with tact and diplomacy. He is very serious about the quality of his work and satisfaction of his clients. Along with his core financial planning business and work at Creative Planning Solutions, Ryan enjoys spending time with his wife Janene, their son Gage and daughter Reece. In his free time Ryan enjoys golfing, traveling, camping, boating and Texas Hold'em Poker.


Richard Steven Moore, MBA, CFP®
Richard has 10 years of experience in wealth, estate, and charitable planning for multi-million dollar net worth clients. Richard also has an extensive background in financial planning and analysis which brings balanced knowledge into his clients’ plans and portfolios. Before joining Ryan Purdie at Creative Planning Solutions (CPSI), Richard was a Case Manager with a boutique firm specializing in financial planning for high net worth individuals and business owners. Prior to his capacity as a Case Manager Richard was a Program Manager, Accounting/Finance Manager, and Senior Financial Analyst at IEC, a supplier of sophisticated hardware and software solutions to the US military, primarily the US Navy. That experience provided him with extensive knowledge of all aspects of financial analysis and interacting with different people and situations. He is responsible for coordinating and ensuring implementation of financial plans and seeing that they are completed efficiently and in a timely manner, in addition to conducting financial analyses and feasibility studies on prospective clients and strategies.

Professional Experience

Owner/AdvisorCreative Planning Solutions, Inc., located in Corona, California. Provides comprehensive fee-based financial planning.
Case ManagerLFOS, Provided comprehensive fee-based financial planning.
Program Manager, Manager of Finance/Accounting, Senior Financial AnalystInterstate Electronics Corporation (IEC), located in Anaheim, California. Managed all aspects of a $30M annual US Navy program. Prior to that time was first senior financial analyst, then Manager of Accounting/Finance overseeing all aspects of the finance department in support of company short- and long-term planning and analyses of US military programs.


Education

Richard earned his Masters of Business Administration (MBA) degree at the University of California, Riverside, with an emphasis in Finance and his Bachelor’s Degree, also at the University of California, Riverside, majoring in Administrative Studies. Richard received his designation as a Certified Financial Planner™ (CFP®) in 1996.

More about Richard

Richard takes pride in being accurate and very detail oriented. He enjoys spending time with his wife Susan and their son Jeff. In his free time Richard enjoys traveling, attending the theater, and the occasional poker game.



David Charles Edison
David has many years of experience in various aspects of the financial services industry. David joined Creative Planning Solutions, Inc. (CPSI) in January of 2011 and currently serves as the Director of Marketing and Business Development. His primary focus is on the intake of prospective client information and in ensuring the satisfaction of all current clients. He enjoys working closely with teams of advisors to develop new marketing programs and the creation of strategic marketing plans.
David's previous experience as a Commodities Broker provides him with a firm foundation in financial planning, thus providing him with extensive knowledge of the strategies and advice implemented at CPSI. His familiarity with these strategies, coupled with his deep passion for helping others, allows David to accurately analyze the needs and goals of prospective clients and determine if CPSI could help them to achieve those goals. David possesses excellent relationship building skills, allowing him to communicate effectively with professionals, executives and business owners alike. He has created a network of professionals who help facilitate plans to meet or exceed the high standards of ethics and work product that clients of CPSI demand. These professionals include attorneys, CPAs, and valuation analysts, among others. David believes that setting and fulfilling specific expectations for each client creates the foundation for successful client relationships. Client satisfaction is the cornerstone of CPSI.

Professional Experience

Director of Marketing and Business Development
Creative Planning Solutions, Inc., located in Corona, California. Provides comprehensive fee-based financial planning.
Director of MarketingLindsey Financial Group, located in Redlands, California. Managed the intake of prospective clients through the creation and implementation of strategic marketing plans.
Commodities BrokerMain Street Trading. Assisting clients plan for their future.


Education

David began his education at Chaffey College, where he earned an Associate of Arts degree in Liberal Arts in 1983. He then attended California State University, Fullerton where he earned a Bachelor of Arts degree in Marketing in 1987. David has previously held a Series 3 license which allowed him to trade commodities and options in the futures market. He has been continuing his education by taking courses in Business Administration and Real Estate Appraisal.

More about David

David’s family time is very important to him and he has a large family which includes his wife Michele and his 6 children (3 boys and 3 girls). He is also very involved with his church, where he is a minister for Christians who have struggled or continue to struggle with various addictions. David also enjoys the outdoors, motorcycle riding, hiking, fishing, and camping.



Rosanna Lee Ingram
Rosanna has 8 years of administrative experience providing support to financial advisors in their work with high net worth individuals. She has been working with Creative Planning Solutions (CPSI) for the past 2 years. As the Office Administrator, Rosanna performs numerous administrative tasks that are required for the completion of financial plans for the clients of CPSI. In addition, Rosanna is a Certified Notary Public with the State of California.

Professional Experience

Office AdministratorCreative Planning Solutions, Inc., located in Corona, California. Provides comprehensive fee-based financial planning.
Administrative AssistantLFOS, providing comprehensive fee-based financial planning.
Office ManagerSan Pedro Car Wash


Education

Rosanna is working on her Bachelor’s Degree in Business Administration at California State University, San Bernardino, with an emphasis in Accounting. She anticipates completing her degree in the spring of 2014. Rosanna earned her Associate of Arts (AA) degree in Business in 2011.

More about Rosanna

Rosanna is extremely diligent and quickly accomplishes all necessary and assigned tasks. She is a self-starter requiring little-to-no supervision. Rosanna is active in her bowling league and currently is the league secretary, responsible for tracking and reporting all member activities. She is married to Jeff with two school-age children, Cody and Taylor, and in her spare time enjoys reading and the occasional trips to the theater.



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