Rian Waterman
Areas of Expertise
Qualifications & Experience
- Chartered Financial Analyst (CFA®) Charterholder
- Juris Doctor (J.D.), University of Iowa College of Law
- Bachelor of Arts (B.A.), New York University
Media
Words to Live By
Client Experience Professionals
Team Members
About
Rian has advised business owners and executives for over 15 years. He began his career as a transactional attorney in private practice, primarily focusing on corporate finance, mergers and acquisitions, and ultra-high-net-worth estate planning. As an attorney, Rian helped dozens of business owners negotiate the sale of their businesses and restructure their legal affairs. However, he found that his clients had the most robust outcomes when they proactively set the stage for an eventual sale – and had a plan for the next chapter of their lives. This experience led him to leave the law practice to pursue a more holistic advisor-client relationship within the wealth management space.
Rian founded the Accelerate team to help clients meet five objectives: (1) Avoid the mistakes of their peers; (2) Maximize their current & future earnings potential; (3) Minimize their tax burden; (4) Position their businesses as attractive acquisition prospects; and (5) Prepare to exit on their terms successfully. We utilize a proven process to build, protect, and transfer generational wealth – focusing on relentlessly executing strategies that move the needle.
Before joining Farther, Rian was a Vice President & Wealth Advisor at Goldman Sachs and United Capital Financial Advisors and an investment analyst for a boutique investment consulting firm. He graduated from New York University, obtained his J.D. from the University of Iowa College of Law, and is a Chartered Financial AnalystⓇ (CFA) Charterholder. He currently serves on the Board of Directors of the John Deere Classic, a PGA TOUR event, and his local Habitat for Humanity affiliate.