We focus on working with high net worth individuals, business owners, and professionals throughout all industries.
We strive to get to know each of our clients on a personal level which allows us to fully understand their individual and family financial needs are as well as their short and long term goals, which are all taken into consideration when creating their portfolios.
Get Started with Peninsula
Equity Capital
About Us
Ryan Taleghani's experience in the financial advisory sector includes roles with prestigious institutions like Merrill Lynch Wealth Management and Morgan Stanley. One of his greatest achievements at Morgan Stanley is becoming a part of the esteemed Pacesetter’s Club, highlight his proficiency in hitting milestones in investment strategies, risk management, and financial planning.
Recognizing a need for personalized wealth management services, Ryan took the initiative to create Peninsula Equity Capital. This move demonstrates his entrepreneurial spirit and a commitment to offering tailored solutions to clients.
Peninsula Equity Capital, under Ryan's leadership, aims to provide top-tier financial solutions, including wealth management and retirement planning services, to various client segments such as Corporate Executives, Professionals, Business Owners, and their families. His experience with corporate benefit programs, including equity compensation and retirement plans, positions him well to address the unique financial needs of these clients.
Ryan is a Bay Area native, having grown up in San Carlos and residing in Palo Alto.
Outside of his professional life, Ryan enjoys recreational activities like golf and tennis. He is also an avid supporter of Bay Area sports teams.
Ryan Taleghani
Senior Financial Advisor - Managing Director
