Ryan Collette

Wealth Advisor

Orange County, California

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Ryan Collette is passionate about helping high-net-worth individuals, families and business owners towards achieving their financial goals through holistic wealth management. He focuses on strategies that incorporate tax planning, estate and trust guidance, and personalized investment solutions to build, preserve, and transfer wealth effectively.
Ryan began his career in retail banking, becoming a Branch Manager at Bank of America within his first year. He later joined Merrill Lynch to support high-net-worth investors in all stages of their financial journey. Most recently, he was part of the leadership team at Polaris Wealth Advisory Group, where he helped grow the firm from $600 million to $1.9 billion in assets. Throughout his career, Ryan has managed over $300 million in assets across 150 households and has collaborated closely with professionals in the Schwab Advisor Network and Fidelity Wealth Advisor Solutions.
Ryan earned his degree in Finance from Chapman University .
Outside of work, Ryan enjoys coaching his sons’ baseball team and watching his daughter explore gymnastics. An avid outdoorsman, he spends his free time golfing, camping, fishing, biking and snowboarding with his family. He’s also a dedicated BBQ enthusiast who enjoys experimenting with new recipes on his smoker.