Solutions delivered with rigorous credentials and independent thinking
Ryan earned his CFP® designation and continued to explore the questions traditional frameworks often leave unanswered. His work in monetary history, Austrian economic principles, and global macro risk has shaped a perspective that extends beyond conventional financial planning. That intellectual honesty is a key reason clients seek out De La Torre Financial Group.
His wife, Alicia*, brings over 17 years of experience in delivering a personalized, concierge-level client experience, ensuring every relationship is handled with care, responsiveness, and attention to detail.
*Alicia Bolton Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.
Portfolios built from conviction, not convention
Ryan, CFP® designs and manages each portfolio personally, with a deliberate approach grounded in purchasing power, macro risk, and long-term resilience. Every allocation is intentional—aligned with the client’s objectives and informed by a broader view of today’s monetary environment.
Integration of hard assets, including precious metals, where they serve a clear role in preserving purchasing power
Direct indexing and covered call strategies designed for tax efficiency and income generation
Equity concentration management for executives and professionals with significant single-stock exposure
Our portfolios reflect something less common: a genuine understanding of monetary history and a willingness to build accordingly.
Our Foundational Values
Our values shape how we think, how we serve, and how we show up for our clients. They define our culture, guide our decisions, and ensure our work is always grounded in transparency, care, and a client-first mindset.
Disciplined teamwork
We operate as a unified team — organized, aligned, and fully accountable. Each person knows their role and executes it with precision, so you always feel the confidence of a team working in sync and in your corner.
Purposeful processes
We believe that structure brings clarity, and clarity brings confidence. Our frameworks and processes are built around custom portfolio thinking: intentional, transparent, and designed around your specific goals, not a generic plan.
Coach to empower
We are educators first. Our job is to give you the foundation—economic history, monetary principles, portfolio strategy—so you can make decisions with real understanding. The more you know, the better every conversation gets.
