Meet Ryan Egolf, CFP®, EA

Planning Consultant

"How you do anything is how you do everything"
- My Dad

Ryan has always enjoyed making complex issues easier to understand. In fact, this is how he learns himself. Raised in a family that loves to analyze how everything works, curiosity was naturally a trait instilled in him. After nearly a decade in the industry, he still uses the core lessons he learned growing up to help his clients make difficult financial decisions.

A West Chester University graduate with a Finance Major and Accounting Minor, Ryan was unsure what he wanted to do with his career while in college. His Junior year, he stumbled upon an income tax internship and fell in love with it. Having an integrated tax prep service paired with a wealth management offering, Ryan was able to proactively plan for his client’s taxes and execute the plan upon filing of the return. He is a firm believer that tax planning should not be done in a silo and should be based on a client’s overall financial picture and goals. During busy tax seasons, he had to balance communications with clients while completing accurate and timely tax returns. This gave him no choice but to manage his time efficiently, which has served him well in his career.

Over the years, Ryan’s tax role shifted to a planning role within the wealth management division where he acted as a liaison between the departments. At prior firms, Ryan learned how to be a high performer by making thought-out decisions in a fast-paced environment. In 2022, he earned his Enrolled Agent designation and in 2025, he became a CERTIFIED FINANCIAL PLANNER® professional. On top of assisting clients with deeper analytical decisions, he values the human behavioral side of finance which often drives how people make decisions with their money. He joined Key Financial in 2026 to add his tax background to the planning team’s already deep bench. More importantly, he joined the team to expand his knowledge in financial planning and continue to learn alongside other passionate professionals.

Ryan grew up in West Chester and now resides in Phoenixville. He grew up playing multiple sports, but primarily enjoys watching motorsports, especially NASCAR. Ryan enjoys the simple things in life and is a homebody. Most weekend mornings you can find him sipping his coffee enjoying a hearty breakfast. In the evening, Ryan enjoys using his BBQ smoker and Blackstone to cook delicious meals. His favorite foods to grill are pulled chuck roast and a medium rare ribeye – YUM!

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