Ryan Trabert has been working with KEI Financial full-time since 2022 while completing his education. He graduated from California Baptist University with his Bachelor of Science in Business - Entrepreneurship in the spring of 2023 and his MBA in August of 2024. In 2025, Ryan passed the Series 7 and Series 66 Licensing exams, completing the necessary requirements to become an Invesment Advisor Representative. The addition of an advisor holding the Series 7 license to our team provides a wider range of investment vehicles that we can offer to clients. He has been immersed in the business from a very young age. Ryan has experienced the process of financial planning by observing countless appointments with clients and he has proven himself to be a valuable asset to the company.