Ryan Saunders sees the organization as one big family and is focused on building client relationships as well as recruiting and developing the next generation of leaders.

Ryan has received the professional certification of CERTIFIED FINANCIAL PLANNER™ (CFP®).

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Certified Financial Planner™ (CFP®)

Ryan is proud to be certified by the Certified Financial Planner Board of Standards Inc. (CFP Board) as a financial planner who is committed to competent and ethical behavior when providing financial planning. To be certified by the CFP Board, Ryan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

Ryan has also received the professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) from the American College.

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Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for individuals involved with the protection, accumulation, preservation and distribution of the economic values of human life. For agents, field managers, home office personnel, and others involved in the provision of life insurance to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

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Chartered Financial Consultant (ChFC®)

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

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Chartered Advisor for Senior Living (CASL®)

The Chartered Advisor for Senior Living (CASL®) designation focuses on providing guidance and assistance on a broad range of financial and senior lifestyle topics including saving for retirement, structuring distributions from retirement plans, planning for health and long-term care needs, developing effective estate planning strategies, and managing life course transitions, family relationships and living arrangments.


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The RICP® designation focuses on specialized education in retirement income and illustrates a financial professional is committed to professional and ethical best practices. It is a mark of certification that acknowledges that Ryan has the knowledge to help clients enjoy a secure and stable retirement by identifying and mitigating retirement risks, minimizing tax burden, and creating sustainable retirement income to help plan and achieve legacy goals.

Associations and Memberships

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Million Dollar Table (MDRT)

Ryan is a Million Dollar Round Table (MDRT) member since 2010. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

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Member of the National Association of Insurance and Financial Advisors (NAIFA)

NAIFA was founded in 1890 as The National Association of Life Underwriters. NAIFA is one of the nation's oldest and largest associations representing the interests of insurance professions from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, heath insurance and employee benefits, multiline, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Member of Charlotte Estate Planning Council

The Charlotte Estate Planning Council (CEPC) is a local affiliate of the National Association of Estate Planners and Councils, a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards. The mission of CEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.

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Physicans Nationwide

Ryan Saunders is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Awards and Recognition

Fast50 2020 Award

Plancentric Financial Group was proudly recognized by the Charlotte Business Journal in the Fast 50 Class of 2020 for our outstanding growth and success.


Awards and Recognition

  • 2017-2020 Financial Advisor of the Year | Northwestern Mutual
  • 2019-2020 4-Star Pathfinder Status for Maintaining a Balanced, Integrated Practice | Northwestern Mutual
  • 2018-2019 3-Star Pathfinder Status for Maintaining a Balanced, Integrated Practice | Northwestern Mutual
  • 2019 Master Achievement Award
  • 2018-2019 Financial Security Award - Top 20 | Northwestern Mutual
  • 2018-2020 Forum Recipient (Top 3% of All Advisors Nationally) | Northwestern Mutual
  • 6x Financial Security Award - Top 100 | Northwestern Mutual
  • Quality Award | NAIFA | Multiple Years

Ryan Scott Saunders, CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor

Plancentric Financial Group


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck