Boyd Wealth Management, LLC

Ryan Triplett is a financial advisor at Boyd Wealth Management, LLC in Sacramento, CA, holding the CFP®, ChFC®, and Series 66 designations with 18 years of industry experience. He has worked at Boyd Wealth Management since 2018 and previously held roles with Brian Boyd and Northwestern Mutual Wealth Management Company. Outside of his advisory work, Ryan is a partner in Boyd Insurance Services, LLC, which offers non-investment insurance products. Boyd Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a goals-based planning process with diversified investment strategies and offers ERISA-focused plan services, managing approximately $410 million across a five-advisor team.

Jiyao Peng is a financial advisor at Boyd Wealth Management, LLC in Sacramento, CA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Mariner Independent Advisor Network, LPL Financial, Franklin Templeton, and State Street Bank & Trust Corporation. Boyd Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a goals-based planning process with various asset allocation strategies and emphasizes disciplined manager selection and ongoing portfolio monitoring.

Justin Steingraber is a CFA® charterholder with 16 years of industry experience. He has worked at Boyd Wealth Management, LLC since 2020 and previously held positions at Wells Fargo Advisors and First Republic Investment Management. Boyd Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive wealth management, written financial planning, and retirement plan consulting services. The firm employs a goals-based planning process with disciplined asset allocation and manager selection, offering ongoing portfolio management across a range of public and private securities.

Colby Dotson is a CFP® professional with six years of industry experience, currently serving as an advisor at Boyd Wealth Management, LLC since 2023. His previous experience includes roles at Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of his advisory work, he is a licensed insurance agent and may offer insurance products. Boyd Wealth Management advises individual and high-net-worth clients as well as retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a goals-based planning process and disciplined portfolio management strategies, serving approximately 138 clients with a five-advisor team.

Brian Boyd is a financial advisor with Boyd Wealth Management, LLC in Sacramento, CA. He holds the CFP® and ChFC® designations and has 27 years of industry experience. Prior to founding Boyd Wealth Management in 2018, he worked at Northwestern Mutual in various roles from 1994 to 2018. Outside of advising, he is a partner in Boyd Insurance Services, LLC, which offers non-investment insurance products, and is a minority owner of a fertilizer manufacturing and distribution business. Boyd Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing wealth management, financial planning, and retirement plan consulting. The firm employs a goals-based planning process and manages diversified portfolios using strategic approaches and disciplined manager selection, offering both discretionary investment management and participant-level plan services.