RYAN J. BUBELA
Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University.
Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice. He is the Program Manager of the Wealth Management division of Capitol Credit Union in Austin, TX as well as PrimeWay Investment Resources in Houston, TX and continues to serve his private Wealth Management clients through his own practice. He has been helping individuals, small businesses, and non-profits throughout Central Texas and the Houston area for over a decade. Ryan’s passion for credit unions, coupled with his desire to help others, is the basis of his entire financial planning career.
Outside of work, Ryan loves spending time with his wife, Lisa, and their two sons. He is an avid runner and martial artist, a volunteer coach at the YMCA of Greater Williamson County, and a volunteer for the Boy Scouts of America.
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Awards & Certifications
CERTIFIED FINANCIAL PLANNER™ professional
Certified Fund Specialist® (CFS®)
Certified Estate and Trust Specialist™ (CES™)
5-Star Wealth Manager Award Recipient (Multi-year)*
Series 7 registration held with LPL Financial and 66 registration held with Strategic Financial Concepts and LPL Financial
Texas Life, Health, Accident, and Long-Term Care Insurance Licensed
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014/2015/2016/2017/2018 Five Star Wealth Managers.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts, LLC (SFC), a registered investment advisor. Bubela Wealth Management, Wealth Management division of Capitol Credit Union, Capitol Credit Union, and LPL
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