Meet Ryan

Clarity Starts Here

Enter your financial information to better understand where you are today and build a plan for where you want to go.

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Retirement Calculator

See how long your savings may last in retirement.

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Retirement Income Calculator

Estimate your potential retirement income.

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Savings Calculator

Plan how much you should save today for success tomorrow.

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Annuity Tax Advantages Calculator

Discover the tax advantages of a fixed deferred annuity.

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Safeguard Your Future

Estimate your current coverage and identify opportunities to better protect your family, income, and future.

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Life Insurance Calculator

See how long your life insurance benefits could last.

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Funeral & Final Expense Calculator

Learn about the types of services you’ll need to prepare for, and average costs for each.

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Cost of Long-Term Care

What is the cost of long-term care?

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Living Expenses Calculator

Get a closer look at your monthly budget and expenses.

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Our Expertise

Thoughtful Guidance For Your Best Life

We offer a variety of services to help you align your wealth with your ideal life and legacy. Each recommendation is thoughtfully designed to meet you in your current season of life and evolve with you as you grow. By simplifying complex concepts and providing step-by-step guidance, we help you feel confident making strategic decisions for yourself and your family.

Some of our specific services include:

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Financial Planning

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We Get to Know You.

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Every relationship starts with a conversation. We'll take time to get to know you, your family, your values, and what's most important to you. This is an opportunity to ask questions, share your story, and determine whether we're the right fit for one another.

We Learn About Your Financial Picture.

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Before making recommendations, we want to understand where you are today. We'll discuss your financial picture, current strategies, and any challenges you're facing so we have a clear understanding of your unique circumstances.

We define what success looks like for you.

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Next, we want to understand what you're trying to accomplish. Whether you're focused on retirement, your business, a major transition, or another important milestone, we'll help you define both your short- and long-term priorities and create a clear vision for the future.

We share ideas and strategies.

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With a solid understanding of your situation and goals, we'll discuss strategies that may help move you forward. We'll explain your options in practical terms, answer your questions, and help you evaluate which path best fits your needs.

We outline our working relationship.

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We'll outline practical recommendations, discuss any additional information that's needed, and explain what working together could look like moving forward, so you have a clear understanding of what comes next.

If it’s a fit, we begin!

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If we decide to move forward together, we’ll begin helping you carry out the strategies we’ve discussed. We'll continue providing guidance, adjusting your plan as life changes, and helping you stay focused on the goals that matter most.

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Ryan Ballesteros

Financial Advisor

Ryan Ballesteros is a financial advisor dedicated to helping families, business owners, and professionals build financial strategies that reflect their life behind the numbers. For Ryan, the best financial advice begins with listening. By understanding what matters most, he helps clients make financial decisions that support both the future they're building and the legacy they want to leave.

His passion for serving others grew from experiences that shaped both his perspective and his purpose. Following the unexpected loss of a close family member, he witnessed firsthand how careful planning can ease uncertainty and provide clarity in a time when families need it most. His international upbringing further strengthened his ability to connect with people from all walks of life, helping clients feel understood from the very beginning.

As both a financial advisor and entrepreneur, Ryan brings a perspective shaped by experience on both sides of the table. In addition to his advisory practice, he co-founded Canid Roots, Silicon Valley's first subscription-based raw dog food company. Building and growing a business gave him firsthand insight into the opportunities and challenges entrepreneurs face, allowing him to better serve business owners seeking to align their personal and business financial goals.

Ryan joined New York Life as an agent in 2016. In 2021, he became a partner in New York Life's Silicon Valley General Office, where he recruited, coached, and mentored financial professionals. He served as President of the National Association of Insurance and Financial Advisors (NAIFA) Silicon Valley Chapter from 2023 through 2025. He is a founding partner of Hooz Wealth Strategies and Insurance Solutions, LLC. Ryan is an Investment Adviser Representative with Eagle Strategies LLC, and a Registered Representative with NYLife Securities LLC.

Outside the office, Ryan enjoys spending time with his wife, children, family, and friends. He serves in his church's children's ministry and is passionate about advancing financial education and supporting organizations that strengthen local communities.

Areas of Focus

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Ryan focuses heavily on holistic planning for business owners, families, and high-income entrepreneurs. He’s passionate about helping businesses strengthen employee retention and morale through workplace benefit strategies and financial wellness education. His work often centers around employee benefits, protection and preservation strategies, tax diversification, succession planning, and helping business owners create long-term stability for both their companies and employees.

The Impact of the Work

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Known for his integrity and follow-through, Ryan believes trust is built by doing what you say you’re going to do and consistently showing up for people when they need guidance most. He takes pride in helping clients feel informed, prepared, and supported through every stage of the planning process.

Journey to Hooz WEALTH

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Ryan’s path to financial services began through personal experience. After the passing of his son’s grandfather in 2014, Ryan and his family experienced firsthand the impact thoughtful financial planning can have during difficult seasons of life. The support they received during that time ultimately sparked his interest in the industry and inspired him to pursue a career helping others navigate similar situations.

Ryan officially entered the industry in 2016 and later stepped into leadership and development roles, helping recruit, train, and mentor new advisors while supporting office operations and growth initiatives. In 2025, he joined Hooz Wealth, drawn to the firm’s collaborative culture and team-based approach to serving clients.

Industry Involvement

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National Association of Insurance and Financial Advisors (NAIFA) – Silicon Valley Chapter President (2023 – 2024)
Million Dollar Round Table (MDRT) – Qualifying Member (2021, 2025), Court of the Table (2026)

Community involvement

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Ryan is deeply involved in his church and local community through children’s ministry, Bible studies, toy drives, and outreach efforts supporting families in need. He also volunteers regularly with organizations like the Boys & Girls Clubs of Silicon Valley and Hope Hanger, which supports high-risk single mothers and families.

Personal Life

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Ryan lives in San Jose, California, with his wife Mayah, their two children, Alvan and Mila, and their husky, Bruce. Family is at the center of Ryan’s life, and much of their time together revolves around parks, movies, travel, spending time outdoors, and gathering around good food with friends and loved ones.

Q&A with Ryan

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If you could eat only one meal for the rest of your life, what would it be? 

Sushi. There are so many variations!

What’s your favorite tradition?

Our annual “Ohana” family gathering in August. We spend the day together playing games, eating, laughing, and just enjoying time as a family.

Do you have a favorite quote or saying?  

Acts 20:24 – “However, I consider my life worth nothing to me; my only aim is to finish the race and complete the task the Lord Jesus has given me—the task of testifying to the good news of God’s grace.”

What’s your favorite part of your day?

Helping someone who feels overwhelmed or stressed finally experience relief, clarity, and peace of mind after a conversation.

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Our Expertise

Thoughtful Guidance For Your Best Life

Some of our specific services include:

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Financial Planning

Retirement Account Management

Life Insurance

Securities

Investments

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Let's Talk

Call: (408) 447-8500
Fax: (408) 447-8508

Where We Do Business

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Let's Meet

1601 S De Anza Blvd, Suite 255
Cupertino, CA 95014

Financial Planning

Helping individuals and families create a personalized roadmap for their financial future.

Let's Talk

Where We Do Business

Let's Meet

Disclosure