Title: Managing Director, Senior Financial Advisor
Company: Peninsula Equity Capital, LLC
Education: Bachelor’s Degree in Financial Economics, California State University, Chico (2015)
Career History: Managing Director, Owner, Peninsula Equity Capital, Burlingame, CA (2024-Present); Financial Advisor, Morgan Stanley, Palo Alto, CA (2021-2023); Financial Advisor, Merrill Lynch Wealth Management (2016-2021)
Ryan Taleghani, Managing Director and Senior Financial Advisor, has been recognized as a Marquis Emerging Leader for their contributions and achievements in the field of financial services.
Led by hard work and perseverance, Mr. Taleghani previously excelled as a financial advisor for Merrill Lynch Wealth Management and Morgan Stanley between 2016 and 2023—recognized as a top performer at the latter in its Financial Advisor Associate Program. In these roles, he built his expertise for investments, financial planning, tax planning, estate planning strategies, retirement income, and cash flow and budgeting.
Mr. Taleghani utilizes skills accrued from his decade of work across brokerages at Peninsula Equity Capital, a wealth management and financial planning firm where he’s found success as owner and managing director since 2024. In this capacity, he helps clients organize and pursue their goals by creating personalized financial strategies—from accredited investors to small families saving for college and retirement.
Mr. Taleghani prepared for his professional journey by attaining a bachelor’s degree in financial economics from California State University, Chico, in 2015. While a student, he completed an internship with Merrill Lynch, finding a long-term career path in the financial services field. Upon graduating, he stayed at the firm for five years, enjoying the work more and more the longer he stayed, especially when meeting his clients.
In addition, Mr. Taleghani shares his knowledge with others as a mentor at Kainos and serves as a member of his local Rotary Club. He aspires to be included in the Forbes “Top Registered Investment Advisors” list and the “40 Under 40” for RIAs.