Ryan Paul Fink

Employer firm

Treasure Coast Financial Planning, Inc. CRD 166684

$241M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → 12/2025
  Treasure Coast Financial Planning, Inc.
  Vero Beach, FL
• 04/2023 → 11/2024
  James P. Mchugh, Llc
  Vero Beach, FL
• 04/2023 → 08/2023
  New Age Business Solutions
  Vero Beach, FL
• 02/2021 → 02/2023
  Acxiom
  Conway, AR
• 05/2019 → 02/2021
  Ibuyer.cOm
  Vero Beach, FL
• 05/2019 → 02/2021
  Charles Brooks Holding Company
  Vero Beach, FL
• 08/2019 → 07/2020
  Florida Tech Internal Audit Student Organization
  Melbourne, FL
• 05/2019 → 07/2020
  Phi Kappa Phi
  Melbourne, FL
• 04/2019 → 07/2020
  Institute Of Internal Auditors - Fl Space Coast Chapter
  Melbourne, FL
• 08/2016 → 12/2018
  Florida Institute Of Technology
  Melbourne, FL
• 01/2019 → 06/2020
  Florida Institute Of Technology
  Melbourne, FL
• 04/2024 → 02/2026
  St. Helen Catholic Church
  Vero Beach, FL
• 05/2018 → 05/2019
  Florida Institute Of Technology, Becker Professional Education
  Melbourne, FL
• 12/2025 → Present
  Treasure Coast Financial Planning, Inc.
  Vero Beach, FL

Other Businesses

CPA; Investment-Related; Vero Beach, FL; CPA; Tax & Financial Planning Assistant; 6/18/2025; 60 hrs/mo; 60 hrs/mo during securities trading hours; Duties are assisting with financial planning and tax preparation/planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-10

Other Names

• Ryan P Fink