Quick 10 With Portia Ryan-Gerton

Portia Ryan-Gerton

Ambassador

CEO & Founder, Transformation Wealth Management, LLC

Quick 10:

#1 Tell us your title, company, expertise, and where you live/work.

I am the CEO & Founder of Transformation Wealth Management, LLC, where I serve as a Wealth Management Advisor and Investment Advisor Representative. My work focuses on holistic wealth guidance, retirement, estate, and legacy planning for individuals, families, and business owners. I live in Roswell, Georgia, and work in Atlanta.

#2 What is the most rewarding part of being a financial advisor? 

The most rewarding part is being welcomed into my clients’ real lives, not just their financial lives. When I am invited to graduations, retirement celebrations, and family milestones, it reminds me that trust is one of the greatest honors in this profession.

#3 What is the most challenging part? 

Helping clients stay steady when life, markets, or emotions get loud can be the hardest part. My role often involves encouraging people to stay consistent, focused, and hopeful when uncertainty is trying to take the microphone.

#4 What is a piece of advice you return to often?

Keep moving. It is simple advice, but it has helped me meet change, challenge, and growth with resilience and perspective.

#5 What is one way a female has positively influenced your personal or professional growth?

By being supportive, inspiring, and resourceful. There is something powerful about a woman who reflects possibility back to you and reminds you to keep going with both grace and strength. 

#6 What unexpected skill, hobby, or practice brings you joy right now? 

An unexpected skill I treasure is the ability to co-regulate emotions and bring calm into high-stakes moments. I also love making people laugh, so yes, there is a little comedian in me. And nothing beats hearing a client say, ‘Thank you’ or ‘We love you.’ 

#7 Describe a unique strength or superpower you have that rarely shows up on a resume.

My superpower is a nurturing spirit that helps people feel safe enough to face important decisions clearly. I bring steadiness, warmth, and perspective to conversations that can otherwise feel intimidating or overwhelming.

#8 What daily or weekly ritual helps you feel grounded? 

Trail hiking and gardening keep me grounded. Both remind me that meaningful growth takes patience, attention, and healthy roots.

#9 Share your three all-time favorite books. 

The Power of Zero by David McKnight, The 5AM Club by Robin Sharma, and Think Again by Adam Grant. Each one speaks to a value I care about: wise planning, intentional discipline, and the humility to keep learning.

#10 If you could host a themed girls’ night, what would the theme be? 

It would be color-themed and inspired by the High Museum – beautiful, elevated, and full of personality. I would call it High Frequency Friday, because a little art, laughter, and vibrant energy can fix almost anything.