Ryan Svoboda, CPA, CGMA

Partner

As a "people person," I get my motivation from working with clients to find and execute creative solutions and play a part in their success.

OVERVIEW

Ryan is a tax professional and business advisor. He works closely with our clients to make sure they have a comprehensive tax and financial plan to minimize their tax bill and run their financial lives efficiently and effectively.

Ryan takes a comprehensive and hands-on approach with his clients to understand their life goals as well as their financial and business goals. Through this process, he identifies planning opportunities and works with our clients to implement tax and consulting strategies to bring these opportunities to fruition.

In his free time, you can find Ryan golfing, camping or travelling and spending time with his family.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant
  • Certified Global Management Accountant

Education

  • Master of Science in Taxation – Golden Gate University
  • Bachelor of Science in Accountancy – University of Oregon
  • Family Enterprise Advanced Education Program – Northwestern University, Kellogg School of Management

KNOWLEDGE

Client Work

  • Develops income and estate tax plans for clients, significantly reducing tax exposure.
  • Developed tax plan for family-owned real estate investment company allowing portfolio to grow to over $2.5 billion with no material income tax paid.
  • Designed and led growth initiative of a predecessor firm doubling revenue over three years.
  • Created financial and operating models for venture backed companies.

COMMUNITY

Community Involvement

  • Currently active with Boy Scout Troop 204 in Lafayette
  • YMCA Central Bay Area, former Board of Directors, former Finance and Investing Committees