Our Team

AIF®, EA, CIMA®,CPWA®, CFP®

Managing Partner | Financial Planner

Jose is a co-founder of Rydge Wealth Management. His primary focus has been serving retirees and tech professionals, using wise financial strategies to help lower their taxes, and protect and grow their wealth. Using a strategic wealth management process, Jose combines his knowledge in tax preparation as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional as well as other key designations to provide interactive advanced financial planning strategies for his clients in the Bay Area. Jose is proud to have been recognized as a Founder’s Club advisor for 2023—a distinction based on annual production that places him among the top 35 percent of advisors affiliated with Commonwealth Financial Network.

Jose is becoming a passionate golfer and enjoys exercising, especially CrossFit. He and his wife Jackie both enjoy spending time with their families as well as traveling to new places. They are also proud and dedicated fur parents to Jelly an Australian cattle dog mix rescued from the San Francisco SPCA.

CFP®, AIF®, EA

Partner | Financial Planner

Ryan Duncan Anderson is a co-founder of Rydge Wealth Management. He was born in Denmark, was raised in South Africa, and has visited or lived on almost every continent (except Antarctica). Ryan is truly a product of the global community, with a perspective and outlook to match. Having completed his degree in financial accounting from the University of Stellenbosch outside of Cape Town in 2000, Ryan set out on what would be a four-year worldwide adventure. During his travels, he managed to study for his CFP® certification and was fortunate enough to meet a beautiful young lady from Pleasanton, whom he later married, and now they and their two children are happy to call the Bay Area their home. Ryan has been in the financial planning industry since 2005.

In addition to his work as a financial planner, Ryan is also currently the board chair of two nonprofits, Hively (behively.org) and the Cavaliers Rugby Club (cavaliersrugby.com).

Client Operations Specialist

Irene provides the company with support for client service-related activities including scheduling, account maitenance, and meeting preparation. She is also responsible for working with clients' tax documents and coordinating client tax folders, projections, and return documents.

Irene is a native of the United Kingdom. She was formerly an executive secretary to the chairman of Owen Owen and TJ Hughes stores in Liverpool. Later, she was recruited as an associate director of Style Magazine and Accolade Publications in London. Irene came to the U.S. in 1980 and opened her own company, Pepping Cabinets, which serviced the Bay Area for about 30 years. She began to work at our office in 2010 and organizes and coordinates the office, appointments, client portal folders, and both physical and digital files. In 2014, Irene became a U.S. citizen. She was married in 2008 and loves spending time with her family and her pets.

Client Operations Specialist

Tory plays an integral role in supporting both Ryan and Jose’s clients. She assists with all client service activities including onboarding, coordinating transfers, scheduling meetings, account services, and various administrative tasks. Additionally, Tory is responsible for building and managing the firm's brand and website and overseeing marketing efforts. She earned her degree in Applied Health with Honors from Portland State University. After building a solid foundation in marketing and administration within the health and wellness industry, she transitioned into the finance sector. Tory finds great fulfillment in being part of the Rydge team and eagerly anticipates many more years of contributing to the success of our clients.

Originally from Pleasanton, Tory now resides in San Diego County with her fiancé and pets. Working from home, she enjoys spending her free time hiking with her dog, gardening, reading, traveling, and experimenting with new recipes. She often spends her weekends at the beach or frequenting local garden centers.