Ryan Applegate

Ryan Applegate
VP, Wealth Advisor
Los Angeles

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Ryan Applegate brings a distinctive perspective to wealth advising, combining more than a decade in healthcare with a growing career in investment strategy. Before joining Carnegie Investment Counsel, he worked as a board-certified Physician Assistant in both clinical and research settings. He holds a Master of Physician Assistant Studies and a Doctor of Science in Physician Assistant Studies. His background includes leadership in clinical trial research and innovation in digital healthcare delivery. He later transitioned into finance, serving as a stock analyst and portfolio advisor at an independent RIA firm, where he helped clients align their investments with long-term goals.

Ryan especially enjoys working with healthcare professionals, entrepreneurs, and individuals navigating major life transitions. Drawing from his diverse background, he offers research-driven guidance that is both analytical and empathetic.

At Carnegie, Ryan partners with clients to design customized investment strategies that reflect their values, goals, and evolving priorities. His approach is collaborative, educational, and rooted in a deep respect for each client’s unique story.

Outside of work, Ryan enjoys exploring the outdoors, playing pickleball, volunteering in his community, and following developments in behavioral finance and medical science.