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Advisors / California / Moraga
25yrs

Ryan Sharp Bird

Financial advisor at Pioneer Advisory

Moraga, CAFiduciary advisor
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At a glance

Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
OfficeMoraga, CA
How the firm is paid ?Percent of assets, Hourly, Other
States licensed ?1 state

Services through Pioneer Advisory

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. 2013 – now
    Pioneer AdvisoryCurrent firm
  2. Aug 2011 – Mar 2013
    Consilium Wealth ManagementPreviously
  3. 2007 – 2011
    Lexington Financial/life Management, LLCPreviously
  4. Jan 2006 – Sep 2007
    Qa3 Financial LLCPreviously
  5. 2003 – 2006
    Banc of America Investment Services, Inc.Previously
  6. Mar 2002 – Aug 2003
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Pioneer Advisory at 925-255-3695 and ask for Ryan Sharp Bird. Ryan works from the Moraga, CA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.

What licenses does Ryan hold?

Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Pioneer Advisory reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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